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 | $47,920 | $93,071-48.5% | $74,583-35.7% | $273,961-82.5% |
| Participation rate | 80.0% | 74.9%+5.1pp | 68.1%+11.9pp | 83.0%-3.0pp |
| Annual return | 4.57% | 26.18%-21.6pp | 20.47%-15.9pp | 41.45%-36.9pp |
| Employer contribution / active EE | $1,352 | $3,160-57.2% | $2,525-46.4% | $4,869-72.2% |
| Participant deferral / active EE | $1,009 | $4,160-75.7% | $3,458-70.8% | $5,287-80.9% |
| Admin fee / account holder | $8,536 | $5,272+61.9% | $4,138+106.3% | $10,132-15.8% |