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 | $30,922 | $99,341-68.9% | $84,750-63.5% | $273,961-88.7% |
| Participation rate | 70.0% | 80.7%-10.7pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 8.79% | 22.93%-14.1pp | 22.78%-14.0pp | 41.45%-32.7pp |
| Employer contribution / active EE | $648 | $4,214-84.6% | $3,574-81.9% | $4,869-86.7% |
| Participant deferral / active EE | $1,358 | $4,269-68.2% | $3,712-63.4% | $5,287-74.3% |
| Admin fee / account holder | $1,817 | $6,644-72.7% | $5,332-65.9% | $10,132-82.1% |