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 | $30,835 | $66,764-53.8% | $88,497-65.2% | $62,891-51.0% |
| Participation rate | 97.1% | 77.3%+19.8pp | 82.4%+14.7pp | 69.3%+27.8pp |
| Annual return | 7.35% | 10.37%-3.0pp | 7.63%-0.3pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,171 | $3,077-29.4% | $4,036-46.2% | $2,281-4.8% |
| Participant deferral / active EE | $4,281 | $3,976+7.7% | $4,899-12.6% | $3,203+33.7% |
| Admin fee / account holder | $372 | $4,668-92.0% | $6,220-94.0% | $4,296-91.3% |