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 | $33,721 | $99,341-66.1% | $84,750-60.2% | $273,961-87.7% |
| Participation rate | 70.8% | 80.7%-9.9pp | 76.6%-5.8pp | 83.0%-12.2pp |
| Annual return | 7.04% | 22.93%-15.9pp | 22.78%-15.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $8,520 | $4,214+102.2% | $3,574+138.4% | $4,869+75.0% |
| Participant deferral / active EE | $1,075 | $4,269-74.8% | $3,712-71.0% | $5,287-79.7% |
| Admin fee / account holder | $3,999 | $6,644-39.8% | $5,332-25.0% | $10,132-60.5% |