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 | $17,008 | $54,762-68.9% | $90,281-81.2% | $72,985-76.7% |
| Participation rate | 87.5% | 65.1%+22.4pp | 73.3%+14.2pp | 69.5%+18.0pp |
| Annual return | 27.58% | 30.63%-3.1pp | 78.10%-50.5pp | 81.00%-53.4pp |
| Employer contribution / active EE | $1,989 | $2,092-4.9% | $2,854-30.3% | $2,440-18.5% |
| Participant deferral / active EE | $3,105 | $2,887+7.6% | $3,885-20.1% | $3,607-13.9% |
| Admin fee / account holder | $395 | $3,972-90.1% | $5,351-92.6% | $5,124-92.3% |