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 | $18,186 | $45,035-59.6% | $62,995-71.1% | $70,131-74.1% |
| Participation rate | 87.9% | 69.5%+18.4pp | 74.8%+13.1pp | 69.5%+18.3pp |
| Annual return | 26.19% | 18.76%+7.4pp | 87.57%-61.4pp | 73.14%-46.9pp |
| Employer contribution / active EE | $1,180 | $2,051-42.5% | $2,759-57.2% | $2,342-49.6% |
| Participant deferral / active EE | $3,813 | $2,465+54.7% | $3,329+14.5% | $3,332+14.5% |
| Admin fee / account holder | $483 | $2,834-83.0% | $3,600-86.6% | $4,645-89.6% |