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 | $25,440 | $99,341-74.4% | $84,750-70.0% | $273,961-90.7% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 6.48% | 22.93%-16.5pp | 22.78%-16.3pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,182 | $4,214-71.9% | $3,574-66.9% | $4,869-75.7% |
| Participant deferral / active EE | $1,769 | $4,269-58.6% | $3,712-52.3% | $5,287-66.5% |
| Admin fee / account holder | $701 | $6,644-89.5% | $5,332-86.9% | $10,132-93.1% |