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 | $24,548 | $90,503-72.9% | $78,689-68.8% | $273,961-91.0% |
| Participation rate | 94.1% | 76.5%+17.6pp | 73.6%+20.6pp | 83.0%+11.1pp |
| Annual return | 7.04% | 75.60%-68.6pp | 62.18%-55.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,657 | $3,176-47.8% | $2,851-41.9% | $4,869-66.0% |
| Participant deferral / active EE | $2,540 | $3,901-34.9% | $3,517-27.8% | $5,287-52.0% |
| Admin fee / account holder | $615 | $5,263-88.3% | $4,510-86.4% | $10,132-93.9% |