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 | $22,084 | $53,018-58.3% | $70,014-68.5% | $62,891-64.9% |
| Participation rate | 70.7% | 67.2%+3.5pp | 71.8%-1.1pp | 69.3%+1.4pp |
| Annual return | 7.73% | 13.35%-5.6pp | 12.99%-5.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $851 | $1,799-52.7% | $2,338-63.6% | $2,281-62.7% |
| Participant deferral / active EE | $2,103 | $2,395-12.2% | $2,931-28.2% | $3,203-34.3% |
| Admin fee / account holder | $2,328 | $3,690-36.9% | $4,380-46.8% | $4,296-45.8% |