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 | $26,179 | $90,503-71.1% | $78,689-66.7% | $273,961-90.4% |
| Participation rate | 92.3% | 76.5%+15.8pp | 73.6%+18.7pp | 83.0%+9.3pp |
| Annual return | 3.83% | 75.60%-71.8pp | 62.18%-58.3pp | 41.45%-37.6pp |
| Employer contribution / active EE | $3,228 | $3,176+1.6% | $2,851+13.2% | $4,869-33.7% |
| Participant deferral / active EE | $1,223 | $3,901-68.7% | $3,517-65.2% | $5,287-76.9% |
| Admin fee / account holder | $2,241 | $5,263-57.4% | $4,510-50.3% | $10,132-77.9% |