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 | $43,503 | $113,935-61.8% | $94,224-53.8% | $125,391-65.3% |
| Participation rate | 90.9% | 82.9%+8.0pp | 78.8%+12.1pp | 83.2%+7.7pp |
| Annual return | 0.58% | 5.29%-4.7pp | 10.68%-10.1pp | 282.22%-281.6pp |
| Employer contribution / active EE | $2,100 | $4,727-55.6% | $3,587-41.5% | $4,866-56.9% |
| Participant deferral / active EE | $2,430 | $5,179-53.1% | $4,320-43.8% | $5,352-54.6% |
| Admin fee / account holder | $2,475 | $8,391-70.5% | $6,269-60.5% | $9,540-74.1% |