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 | $26,936 | $88,707-69.6% | $74,183-63.7% | $273,961-90.2% |
| Participation rate | 78.6% | 79.4%-0.9pp | 76.6%+2.0pp | 83.0%-4.4pp |
| Annual return | 6.05% | 11.94%-5.9pp | 17.74%-11.7pp | 41.45%-35.4pp |
| Employer contribution / active EE | $626 | $3,159-80.2% | $2,370-73.6% | $4,869-87.2% |
| Participant deferral / active EE | $2,257 | $4,212-46.4% | $3,550-36.4% | $5,287-57.3% |
| Admin fee / account holder | $3,792 | $8,717-56.5% | $5,586-32.1% | $10,132-62.6% |