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 | $83,847 | $65,685+27.6% | $57,179+46.6% | $273,961-69.4% |
| Participation rate | 71.4% | 78.3%-6.9pp | 75.3%-3.9pp | 83.0%-11.6pp |
| Annual return | 2.08% | 21.99%-19.9pp | 14.59%-12.5pp | 41.45%-39.4pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,329 | $3,782-38.4% | $3,096-24.8% | $5,287-55.9% |
| Admin fee / account holder | $14,200 | $4,835+193.7% | $3,139+352.4% | $10,132+40.1% |