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 | $28,952 | $99,341-70.9% | $84,750-65.8% | $273,961-89.4% |
| Participation rate | 70.8% | 80.7%-9.9pp | 76.6%-5.8pp | 83.0%-12.2pp |
| Annual return | 9.13% | 22.93%-13.8pp | 22.78%-13.6pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,531 | $4,214-63.7% | $3,574-57.2% | $4,869-68.6% |
| Participant deferral / active EE | $6,131 | $4,269+43.6% | $3,712+65.2% | $5,287+16.0% |
| Admin fee / account holder | $1,152 | $6,644-82.7% | $5,332-78.4% | $10,132-88.6% |