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 | $21,322 | $99,341-78.5% | $84,750-74.8% | $273,961-92.2% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 8.98% | 22.93%-13.9pp | 22.78%-13.8pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,726 | $4,214-59.0% | $3,574-51.7% | $4,869-64.6% |
| Participant deferral / active EE | $5,182 | $4,269+21.4% | $3,712+39.6% | $5,287-2.0% |
| Admin fee / account holder | $3,904 | $6,644-41.2% | $5,332-26.8% | $10,132-61.5% |