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 | $36,050 | $99,341-63.7% | $84,750-57.5% | $273,961-86.8% |
| Participation rate | 76.9% | 80.7%-3.8pp | 76.6%+0.3pp | 83.0%-6.1pp |
| Annual return | 7.13% | 22.93%-15.8pp | 22.78%-15.7pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,454 | $4,214-65.5% | $3,574-59.3% | $4,869-70.1% |
| Participant deferral / active EE | $3,467 | $4,269-18.8% | $3,712-6.6% | $5,287-34.4% |
| Admin fee / account holder | $1,168 | $6,644-82.4% | $5,332-78.1% | $10,132-88.5% |