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 | $51,513 | $88,707-41.9% | $74,183-30.6% | $273,961-81.2% |
| Participation rate | 86.7% | 79.4%+7.2pp | 76.6%+10.0pp | 83.0%+3.7pp |
| Annual return | 3.79% | 11.94%-8.2pp | 17.74%-13.9pp | 41.45%-37.7pp |
| Employer contribution / active EE | $4,006 | $3,159+26.8% | $2,370+69.0% | $4,869-17.7% |
| Participant deferral / active EE | $8,135 | $4,212+93.1% | $3,550+129.2% | $5,287+53.9% |
| Admin fee / account holder | $13,326 | $8,717+52.9% | $5,586+138.6% | $10,132+31.5% |