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 | $22,331 | $90,503-75.3% | $78,689-71.6% | $273,961-91.8% |
| Participation rate | 85.0% | 76.5%+8.5pp | 73.6%+11.4pp | 83.0%+2.0pp |
| Annual return | 11.80% | 75.60%-63.8pp | 62.18%-50.4pp | 41.45%-29.7pp |
| Employer contribution / active EE | $1,631 | $3,176-48.6% | $2,851-42.8% | $4,869-66.5% |
| Participant deferral / active EE | $2,899 | $3,901-25.7% | $3,517-17.6% | $5,287-45.2% |
| Admin fee / account holder | $705 | $5,263-86.6% | $4,510-84.4% | $10,132-93.0% |