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 | $31,080 | $101,069-69.2% | $81,478-61.9% | $147,584-78.9% |
| Participation rate | 78.9% | 74.5%+4.5pp | 68.0%+11.0pp | 82.8%-3.9pp |
| Annual return | 15.28% | 32.40%-17.1pp | 38.78%-23.5pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,625 | $3,205-49.3% | $2,568-36.7% | $4,876-66.7% |
| Participant deferral / active EE | $2,454 | $4,242-42.2% | $3,537-30.6% | $5,439-54.9% |
| Admin fee / account holder | $573 | $5,812-90.1% | $4,561-87.4% | $10,885-94.7% |