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 | $21,349 | $99,341-78.5% | $84,750-74.8% | $273,961-92.2% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 2.19% | 22.93%-20.7pp | 22.78%-20.6pp | 41.45%-39.3pp |
| Employer contribution / active EE | $636 | $4,214-84.9% | $3,574-82.2% | $4,869-86.9% |
| Participant deferral / active EE | $5,536 | $4,269+29.7% | $3,712+49.1% | $5,287+4.7% |
| Admin fee / account holder | $513 | $6,644-92.3% | $5,332-90.4% | $10,132-94.9% |