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 | $21,988 | $65,685-66.5% | $57,179-61.5% | $273,961-92.0% |
| Participation rate | 95.5% | 78.3%+17.1pp | 75.3%+20.1pp | 83.0%+12.4pp |
| Annual return | 4.38% | 21.99%-17.6pp | 14.59%-10.2pp | 41.45%-37.1pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,352 | $3,782-64.3% | $3,096-56.3% | $5,287-74.4% |
| Admin fee / account holder | $2,114 | $4,835-56.3% | $3,139-32.7% | $10,132-79.1% |