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 | $35,421 | $99,341-64.3% | $84,750-58.2% | $273,961-87.1% |
| Participation rate | 73.9% | 80.7%-6.8pp | 76.6%-2.7pp | 83.0%-9.1pp |
| Annual return | 8.21% | 22.93%-14.7pp | 22.78%-14.6pp | 41.45%-33.2pp |
| Employer contribution / active EE | $6,081 | $4,214+44.3% | $3,574+70.1% | $4,869+24.9% |
| Participant deferral / active EE | $2,431 | $4,269-43.1% | $3,712-34.5% | $5,287-54.0% |
| Admin fee / account holder | $11,406 | $6,644+71.7% | $5,332+113.9% | $10,132+12.6% |