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 | $41,530 | $136,307-69.5% | $106,619-61.0% | $273,961-84.8% |
| Participation rate | 73.3% | 84.8%-11.4pp | 78.0%-4.7pp | 83.0%-9.7pp |
| Annual return | 8.13% | 11.05%-2.9pp | 9.42%-1.3pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,965 | $5,190-62.1% | $3,947-50.2% | $4,869-59.6% |
| Participant deferral / active EE | $6,777 | $4,969+36.4% | $3,930+72.4% | $5,287+28.2% |
| Admin fee / account holder | $7,205 | $8,625-16.5% | $6,418+12.3% | $10,132-28.9% |