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 | $34,976 | $93,346-62.5% | $71,796-51.3% | $273,961-87.2% |
| Participation rate | 91.3% | 76.5%+14.8pp | 69.1%+22.2pp | 83.0%+8.3pp |
| Annual return | 5.00% | 130.39%-125.4pp | 78.04%-73.0pp | 41.45%-36.4pp |
| Employer contribution / active EE | $2,553 | $2,733-6.6% | $1,924+32.7% | $4,869-47.6% |
| Participant deferral / active EE | $3,780 | $3,475+8.8% | $2,794+35.3% | $5,287-28.5% |
| Admin fee / account holder | $606 | $6,571-90.8% | $4,815-87.4% | $10,132-94.0% |