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 | $43,227 | $90,503-52.2% | $78,689-45.1% | $273,961-84.2% |
| Participation rate | 93.3% | 76.5%+16.8pp | 73.6%+19.8pp | 83.0%+10.3pp |
| Annual return | 17.79% | 75.60%-57.8pp | 62.18%-44.4pp | 41.45%-23.7pp |
| Employer contribution / active EE | $1,671 | $3,176-47.4% | $2,851-41.4% | $4,869-65.7% |
| Participant deferral / active EE | $3,463 | $3,901-11.2% | $3,517-1.5% | $5,287-34.5% |
| Admin fee / account holder | $2,042 | $5,263-61.2% | $4,510-54.7% | $10,132-79.8% |