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 | $22,197 | $88,707-75.0% | $74,183-70.1% | $273,961-91.9% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 6.59% | 11.94%-5.4pp | 17.74%-11.1pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,295 | $3,159-59.0% | $2,370-45.4% | $4,869-73.4% |
| Participant deferral / active EE | $3,300 | $4,212-21.6% | $3,550-7.0% | $5,287-37.6% |
| Admin fee / account holder | $904 | $8,717-89.6% | $5,586-83.8% | $10,132-91.1% |