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 | $30,764 | $99,341-69.0% | $84,750-63.7% | $273,961-88.8% |
| Participation rate | 73.9% | 80.7%-6.8pp | 76.6%-2.7pp | 83.0%-9.1pp |
| Annual return | 5.50% | 22.93%-17.4pp | 22.78%-17.3pp | 41.45%-36.0pp |
| Employer contribution / active EE | $2,911 | $4,214-30.9% | $3,574-18.6% | $4,869-40.2% |
| Participant deferral / active EE | $1,978 | $4,269-53.7% | $3,712-46.7% | $5,287-62.6% |
| Admin fee / account holder | $1,604 | $6,644-75.9% | $5,332-69.9% | $10,132-84.2% |