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 | $21,659 | $96,956-77.7% | $70,014-69.1% | $273,961-92.1% |
| Participation rate | 70.8% | 77.1%-6.2pp | 71.8%-1.0pp | 83.0%-12.2pp |
| Annual return | 11.15% | 12.93%-1.8pp | 12.99%-1.8pp | 41.45%-30.3pp |
| Employer contribution / active EE | $1,681 | $3,316-49.3% | $2,338-28.1% | $4,869-65.5% |
| Participant deferral / active EE | $2,170 | $3,744-42.0% | $2,931-26.0% | $5,287-59.0% |
| Admin fee / account holder | $1,492 | $7,934-81.2% | $4,380-65.9% | $10,132-85.3% |