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 | $20,993 | $99,341-78.9% | $84,750-75.2% | $273,961-92.3% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 9.42% | 22.93%-13.5pp | 22.78%-13.4pp | 41.45%-32.0pp |
| Employer contribution / active EE | $1,267 | $4,214-69.9% | $3,574-64.5% | $4,869-74.0% |
| Participant deferral / active EE | $1,642 | $4,269-61.5% | $3,712-55.8% | $5,287-68.9% |
| Admin fee / account holder | $1,572 | $6,644-76.3% | $5,332-70.5% | $10,132-84.5% |