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 | $31,207 | $106,515-70.7% | $96,683-67.7% | $139,434-77.6% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 16.48% | 38.43%-21.9pp | 35.69%-19.2pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,945 | $4,103-52.6% | $3,737-47.9% | $4,751-59.1% |
| Participant deferral / active EE | $2,623 | $5,454-51.9% | $4,878-46.2% | $6,710-60.9% |
| Admin fee / account holder | $3,415 | $7,877-56.6% | $6,730-49.3% | $11,403-70.1% |