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 | $20,049 | $56,897-64.8% | $84,750-76.3% | $62,891-68.1% |
| Participation rate | 73.7% | 68.5%+5.1pp | 76.6%-2.9pp | 69.3%+4.4pp |
| Annual return | 5.42% | 6.30%-0.9pp | 22.78%-17.4pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,179 | $2,400-50.9% | $3,574-67.0% | $2,281-48.3% |
| Participant deferral / active EE | $2,416 | $2,709-10.8% | $3,712-34.9% | $3,203-24.6% |
| Admin fee / account holder | $1,341 | $3,581-62.6% | $5,332-74.9% | $4,296-68.8% |