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 | $20,892 | $90,503-76.9% | $78,689-73.5% | $273,961-92.4% |
| Participation rate | 85.0% | 76.5%+8.5pp | 73.6%+11.4pp | 83.0%+2.0pp |
| Annual return | 6.16% | 75.60%-69.4pp | 62.18%-56.0pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,106 | $3,176-65.2% | $2,851-61.2% | $4,869-77.3% |
| Participant deferral / active EE | $2,127 | $3,901-45.5% | $3,517-39.5% | $5,287-59.8% |
| Admin fee / account holder | $1,075 | $5,263-79.6% | $4,510-76.2% | $10,132-89.4% |