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 | $17,346 | $65,685-73.6% | $57,179-69.7% | $273,961-93.7% |
| Participation rate | 85.7% | 78.3%+7.4pp | 75.3%+10.4pp | 83.0%+2.7pp |
| Annual return | 7.61% | 21.99%-14.4pp | 14.59%-7.0pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,396 | $3,279-57.4% | $2,682-47.9% | $4,869-71.3% |
| Participant deferral / active EE | $4,470 | $3,782+18.2% | $3,096+44.4% | $5,287-15.5% |
| Admin fee / account holder | $379 | $4,835-92.2% | $3,139-87.9% | $10,132-96.3% |