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 | $71,687 | $99,341-27.8% | $84,750-15.4% | $273,961-73.8% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 4.93% | 22.93%-18.0pp | 22.78%-17.8pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,273 | $4,214-69.8% | $3,574-64.4% | $4,869-73.9% |
| Participant deferral / active EE | $3,273 | $4,269-23.3% | $3,712-11.8% | $5,287-38.1% |
| Admin fee / account holder | $5,000 | $6,644-24.7% | $5,332-6.2% | $10,132-50.7% |