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 | $23,742 | $60,349-60.7% | $74,183-68.0% | $62,891-62.2% |
| Participation rate | 98.4% | 72.7%+25.6pp | 76.6%+21.7pp | 69.3%+29.1pp |
| Annual return | 5.55% | 21.37%-15.8pp | 17.74%-12.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,394 | $1,680-17.0% | $2,370-41.2% | $2,281-38.9% |
| Participant deferral / active EE | $3,587 | $2,856+25.6% | $3,550+1.1% | $3,203+12.0% |
| Admin fee / account holder | $1,882 | $4,261-55.8% | $5,586-66.3% | $4,296-56.2% |