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 | $24,731 | $66,764-63.0% | $88,497-72.1% | $62,891-60.7% |
| Participation rate | 78.6% | 77.3%+1.3pp | 82.4%-3.8pp | 69.3%+9.3pp |
| Annual return | 6.92% | 10.37%-3.5pp | 7.63%-0.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,613 | $3,077-47.6% | $4,036-60.0% | $2,281-29.3% |
| Participant deferral / active EE | $4,188 | $3,976+5.3% | $4,899-14.5% | $3,203+30.8% |
| Admin fee / account holder | $2,609 | $4,668-44.1% | $6,220-58.0% | $4,296-39.3% |