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 | $29,981 | $48,076-37.6% | $78,689-61.9% | $62,891-52.3% |
| Participation rate | 96.0% | 65.2%+30.8pp | 73.6%+22.4pp | 69.3%+26.7pp |
| Annual return | 5.05% | 31.35%-26.3pp | 62.18%-57.1pp | 20.14%-15.1pp |
| Employer contribution / active EE | $2,793 | $2,015+38.6% | $2,851-2.0% | $2,281+22.4% |
| Participant deferral / active EE | $999 | $2,588-61.4% | $3,517-71.6% | $3,203-68.8% |
| Admin fee / account holder | $1,504 | $3,207-53.1% | $4,510-66.7% | $4,296-65.0% |