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 | $30,032 | $99,341-69.8% | $84,750-64.6% | $273,961-89.0% |
| Participation rate | 77.3% | 80.7%-3.4pp | 76.6%+0.7pp | 83.0%-5.7pp |
| Annual return | 9.48% | 22.93%-13.5pp | 22.78%-13.3pp | 41.45%-32.0pp |
| Employer contribution / active EE | $1,576 | $4,214-62.6% | $3,574-55.9% | $4,869-67.6% |
| Participant deferral / active EE | $2,960 | $4,269-30.7% | $3,712-20.2% | $5,287-44.0% |
| Admin fee / account holder | $1,051 | $6,644-84.2% | $5,332-80.3% | $10,132-89.6% |