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 | $36,739 | $83,337-55.9% | $67,834-45.8% | $273,961-86.6% |
| Participation rate | 87.5% | 76.4%+11.1pp | 68.8%+18.7pp | 83.0%+4.5pp |
| Annual return | 5.88% | 259.45%-253.6pp | 138.47%-132.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,459 | $3,287-25.2% | $2,403+2.3% | $4,869-49.5% |
| Participant deferral / active EE | $1,309 | $4,088-68.0% | $3,160-58.6% | $5,287-75.2% |
| Admin fee / account holder | $1,450 | $6,752-78.5% | $4,622-68.6% | $10,132-85.7% |