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 | $24,681 | $99,341-75.2% | $84,750-70.9% | $273,961-91.0% |
| Participation rate | 95.0% | 80.7%+14.3pp | 76.6%+18.4pp | 83.0%+12.0pp |
| Annual return | 7.91% | 22.93%-15.0pp | 22.78%-14.9pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,747 | $4,214-34.8% | $3,574-23.1% | $4,869-43.6% |
| Participant deferral / active EE | $1,049 | $4,269-75.4% | $3,712-71.7% | $5,287-80.2% |
| Admin fee / account holder | $6,119 | $6,644-7.9% | $5,332+14.8% | $10,132-39.6% |