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 | $28,082 | $52,580-46.6% | $71,671-60.8% | $70,131-60.0% |
| Participation rate | 98.2% | 60.9%+37.4pp | 68.7%+29.5pp | 69.5%+28.7pp |
| Annual return | 14.17% | 20.25%-6.1pp | 20.65%-6.5pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,102 | $1,616-31.8% | $2,460-55.2% | $2,342-53.0% |
| Participant deferral / active EE | $1,260 | $2,386-47.2% | $3,438-63.3% | $3,332-62.2% |
| Admin fee / account holder | $894 | $3,653-75.5% | $5,558-83.9% | $4,645-80.7% |