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 | $33,897 | $60,349-43.8% | $74,183-54.3% | $62,891-46.1% |
| Participation rate | 71.4% | 72.7%-1.3pp | 76.6%-5.2pp | 69.3%+2.1pp |
| Annual return | 7.15% | 21.37%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,130 | $1,680-32.7% | $2,370-52.3% | $2,281-50.4% |
| Participant deferral / active EE | $1,611 | $2,856-43.6% | $3,550-54.6% | $3,203-49.7% |
| Admin fee / account holder | $3,490 | $4,261-18.1% | $5,586-37.5% | $4,296-18.8% |