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 | $27,080 | $99,341-72.7% | $84,750-68.0% | $273,961-90.1% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 8.79% | 22.93%-14.1pp | 22.78%-14.0pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,309 | $4,214-68.9% | $3,574-63.4% | $4,869-73.1% |
| Participant deferral / active EE | $4,242 | $4,269-0.6% | $3,712+14.3% | $5,287-19.8% |
| Admin fee / account holder | $1,706 | $6,644-74.3% | $5,332-68.0% | $10,132-83.2% |