See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,490 | $56,060-58.1% | $76,002-69.1% | $80,874-71.0% |
| Participation rate | 74.3% | 62.0%+12.2pp | 69.1%+5.2pp | 67.6%+6.6pp |
| Annual return | 11.22% | 20.54%-9.3pp | 360.07%-348.8pp | 35.62%-24.4pp |
| Employer contribution / active EE | $1,931 | $1,873+3.1% | $2,688-28.2% | $2,756-29.9% |
| Participant deferral / active EE | $3,690 | $3,051+20.9% | $4,257-13.3% | $4,297-14.1% |
| Admin fee / account holder | $519 | $5,237-90.1% | $6,414-91.9% | $6,935-92.5% |