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 | $25,841 | $99,341-74.0% | $84,750-69.5% | $273,961-90.6% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 5.16% | 22.93%-17.8pp | 22.78%-17.6pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,220 | $4,214-71.0% | $3,574-65.9% | $4,869-74.9% |
| Participant deferral / active EE | $4,013 | $4,269-6.0% | $3,712+8.1% | $5,287-24.1% |
| Admin fee / account holder | $431 | $6,644-93.5% | $5,332-91.9% | $10,132-95.7% |