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 | $21,614 | $56,897-62.0% | $84,750-74.5% | $62,891-65.6% |
| Participation rate | 91.2% | 68.5%+22.6pp | 76.6%+14.6pp | 69.3%+21.9pp |
| Annual return | 7.20% | 6.30%+0.9pp | 22.78%-15.6pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,187 | $2,400-50.5% | $3,574-66.8% | $2,281-47.9% |
| Participant deferral / active EE | $2,958 | $2,709+9.2% | $3,712-20.3% | $3,203-7.6% |
| Admin fee / account holder | $1,057 | $3,581-70.5% | $5,332-80.2% | $4,296-75.4% |