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 | $13,749 | $93,071-85.2% | $74,583-81.6% | $273,961-95.0% |
| Participation rate | 80.0% | 74.9%+5.1pp | 68.1%+11.9pp | 83.0%-3.0pp |
| Annual return | 6.07% | 26.18%-20.1pp | 20.47%-14.4pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,945 | $3,160-38.4% | $2,525-23.0% | $4,869-60.0% |
| Participant deferral / active EE | $3,771 | $4,160-9.4% | $3,458+9.0% | $5,287-28.7% |
| Admin fee / account holder | $577 | $5,272-89.1% | $4,138-86.1% | $10,132-94.3% |