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 | $42,836 | $83,337-48.6% | $67,834-36.9% | $273,961-84.4% |
| Participation rate | 70.0% | 76.4%-6.4pp | 68.8%+1.2pp | 83.0%-13.0pp |
| Annual return | 7.73% | 259.45%-251.7pp | 138.47%-130.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,083 | $3,287-67.1% | $2,403-55.0% | $4,869-77.8% |
| Participant deferral / active EE | $2,441 | $4,088-40.3% | $3,160-22.7% | $5,287-53.8% |
| Admin fee / account holder | $3,574 | $6,752-47.1% | $4,622-22.7% | $10,132-64.7% |