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 | $29,520 | $101,069-70.8% | $81,478-63.8% | $147,584-80.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 24.21% | 32.40%-8.2pp | 38.78%-14.6pp | 578.55%-554.3pp |
| Employer contribution / active EE | $1,190 | $3,205-62.9% | $2,568-53.7% | $4,876-75.6% |
| Participant deferral / active EE | $5,068 | $4,242+19.5% | $3,537+43.3% | $5,439-6.8% |
| Admin fee / account holder | $2,205 | $5,812-62.1% | $4,561-51.7% | $10,885-79.7% |