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 | $20,538 | $99,341-79.3% | $84,750-75.8% | $273,961-92.5% |
| Participation rate | 70.0% | 80.7%-10.7pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 4.00% | 22.93%-18.9pp | 22.78%-18.8pp | 41.45%-37.5pp |
| Employer contribution / active EE | $7,681 | $4,214+82.3% | $3,574+114.9% | $4,869+57.8% |
| Participant deferral / active EE | $1,916 | $4,269-55.1% | $3,712-48.4% | $5,287-63.8% |
| Admin fee / account holder | $2,616 | $6,644-60.6% | $5,332-50.9% | $10,132-74.2% |