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 | $20,570 | $90,503-77.3% | $78,689-73.9% | $273,961-92.5% |
| Participation rate | 93.3% | 76.5%+16.8pp | 73.6%+19.8pp | 83.0%+10.3pp |
| Annual return | 6.29% | 75.60%-69.3pp | 62.18%-55.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,125 | $3,176-64.6% | $2,851-60.5% | $4,869-76.9% |
| Participant deferral / active EE | $1,810 | $3,901-53.6% | $3,517-48.5% | $5,287-65.8% |
| Admin fee / account holder | $2,225 | $5,263-57.7% | $4,510-50.7% | $10,132-78.0% |