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 | $24,474 | $65,685-62.7% | $57,179-57.2% | $273,961-91.1% |
| Participation rate | 84.2% | 78.3%+5.9pp | 75.3%+8.9pp | 83.0%+1.2pp |
| Annual return | 5.10% | 21.99%-16.9pp | 14.59%-9.5pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,979 | $3,279-39.6% | $2,682-26.2% | $4,869-59.4% |
| Participant deferral / active EE | $2,250 | $3,782-40.5% | $3,096-27.3% | $5,287-57.5% |
| Admin fee / account holder | $969 | $4,835-80.0% | $3,139-69.1% | $10,132-90.4% |