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 | $52,378 | $93,071-43.7% | $74,583-29.8% | $273,961-80.9% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 7.90% | 26.18%-18.3pp | 20.47%-12.6pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,160 | $3,160-63.3% | $2,525-54.0% | $4,869-76.2% |
| Participant deferral / active EE | $1,972 | $4,160-52.6% | $3,458-43.0% | $5,287-62.7% |
| Admin fee / account holder | $13,513 | $5,272+156.3% | $4,138+226.6% | $10,132+33.4% |