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 | $19,684 | $90,503-78.3% | $78,689-75.0% | $273,961-92.8% |
| Participation rate | 93.8% | 76.5%+17.2pp | 73.6%+20.2pp | 83.0%+10.7pp |
| Annual return | 9.05% | 75.60%-66.6pp | 62.18%-53.1pp | 41.45%-32.4pp |
| Employer contribution / active EE | $730 | $3,176-77.0% | $2,851-74.4% | $4,869-85.0% |
| Participant deferral / active EE | $3,731 | $3,901-4.4% | $3,517+6.1% | $5,287-29.4% |
| Admin fee / account holder | $4,764 | $5,263-9.5% | $4,510+5.6% | $10,132-53.0% |