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 | $26,335 | $109,881-76.0% | $150,045-82.4% | $84,808-68.9% |
| Participation rate | 70.4% | 76.1%-5.7pp | 82.3%-12.0pp | 68.3%+2.1pp |
| Annual return | 16.49% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,412 | $3,561-60.4% | $4,693-69.9% | $2,631-46.3% |
| Participant deferral / active EE | $2,781 | $6,636-58.1% | $7,997-65.2% | $4,212-34.0% |
| Admin fee / account holder | $3,212 | $8,568-62.5% | $13,435-76.1% | $7,344-56.3% |