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 | $34,869 | $99,341-64.9% | $84,750-58.9% | $273,961-87.3% |
| Participation rate | 72.7% | 80.7%-8.0pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 4.16% | 22.93%-18.8pp | 22.78%-18.6pp | 41.45%-37.3pp |
| Employer contribution / active EE | $7,488 | $4,214+77.7% | $3,574+109.5% | $4,869+53.8% |
| Participant deferral / active EE | $5,191 | $4,269+21.6% | $3,712+39.9% | $5,287-1.8% |
| Admin fee / account holder | $2,038 | $6,644-69.3% | $5,332-61.8% | $10,132-79.9% |