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 | $21,156 | $88,707-76.2% | $74,183-71.5% | $273,961-92.3% |
| Participation rate | 95.2% | 79.4%+15.8pp | 76.6%+18.6pp | 83.0%+12.2pp |
| Annual return | 6.61% | 11.94%-5.3pp | 17.74%-11.1pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,822 | $3,159-42.3% | $2,370-23.1% | $4,869-62.6% |
| Participant deferral / active EE | $2,675 | $4,212-36.5% | $3,550-24.6% | $5,287-49.4% |
| Admin fee / account holder | $1,353 | $8,717-84.5% | $5,586-75.8% | $10,132-86.6% |