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 | $22,043 | $99,341-77.8% | $84,750-74.0% | $273,961-92.0% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 5.51% | 22.93%-17.4pp | 22.78%-17.3pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,621 | $4,214-61.5% | $3,574-54.7% | $4,869-66.7% |
| Participant deferral / active EE | $3,619 | $4,269-15.2% | $3,712-2.5% | $5,287-31.5% |
| Admin fee / account holder | $5,294 | $6,644-20.3% | $5,332-0.7% | $10,132-47.7% |