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 | $32,812 | $99,341-67.0% | $84,750-61.3% | $273,961-88.0% |
| Participation rate | 77.3% | 80.7%-3.4pp | 76.6%+0.7pp | 83.0%-5.7pp |
| Annual return | 8.17% | 22.93%-14.8pp | 22.78%-14.6pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,842 | $4,214-56.3% | $3,574-48.5% | $4,869-62.2% |
| Participant deferral / active EE | $4,197 | $4,269-1.7% | $3,712+13.1% | $5,287-20.6% |
| Admin fee / account holder | $3,976 | $6,644-40.2% | $5,332-25.4% | $10,132-60.8% |