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 | $10,821 | $43,327-75.0% | $59,878-81.9% | $64,186-83.1% |
| Participation rate | 76.3% | 69.2%+7.1pp | 74.7%+1.6pp | 69.6%+6.7pp |
| Annual return | 11.81% | -1.55%+13.4pp | 3.46%+8.4pp | 7.63%+4.2pp |
| Employer contribution / active EE | $1,579 | $2,028-22.2% | $2,722-42.0% | $2,381-33.7% |
| Participant deferral / active EE | $1,652 | $2,546-35.1% | $3,402-51.4% | $3,470-52.4% |
| Admin fee / account holder | $4,835 | $3,005+60.9% | $3,590+34.7% | $4,888-1.1% |