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 | $46,883 | $113,935-58.9% | $94,224-50.2% | $125,391-62.6% |
| Participation rate | 75.0% | 82.9%-7.9pp | 78.8%-3.8pp | 83.2%-8.2pp |
| Annual return | 1.02% | 5.29%-4.3pp | 10.68%-9.7pp | 282.22%-281.2pp |
| Employer contribution / active EE | $1,558 | $4,727-67.0% | $3,587-56.5% | $4,866-68.0% |
| Participant deferral / active EE | $5,629 | $5,179+8.7% | $4,320+30.3% | $5,352+5.2% |
| Admin fee / account holder | $979 | $8,391-88.3% | $6,269-84.4% | $9,540-89.7% |