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 | $23,414 | $99,341-76.4% | $84,750-72.4% | $273,961-91.5% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 6.82% | 22.93%-16.1pp | 22.78%-16.0pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,004 | $4,214-52.4% | $3,574-43.9% | $4,869-58.8% |
| Participant deferral / active EE | $5,572 | $4,269+30.5% | $3,712+50.1% | $5,287+5.4% |
| Admin fee / account holder | $791 | $6,644-88.1% | $5,332-85.2% | $10,132-92.2% |