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 | $40,136 | $88,707-54.8% | $74,183-45.9% | $273,961-85.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 5.91% | 11.94%-6.0pp | 17.74%-11.8pp | 41.45%-35.5pp |
| Employer contribution / active EE | $833 | $3,159-73.6% | $2,370-64.9% | $4,869-82.9% |
| Participant deferral / active EE | $1,298 | $4,212-69.2% | $3,550-63.4% | $5,287-75.5% |
| Admin fee / account holder | $411 | $8,717-95.3% | $5,586-92.6% | $10,132-95.9% |