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 | $43,960 | $99,341-55.7% | $84,750-48.1% | $273,961-84.0% |
| Participation rate | 70.8% | 80.7%-9.9pp | 76.6%-5.8pp | 83.0%-12.2pp |
| Annual return | 6.53% | 22.93%-16.4pp | 22.78%-16.3pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,810 | $4,214-57.1% | $3,574-49.4% | $4,869-62.8% |
| Participant deferral / active EE | $2,589 | $4,269-39.4% | $3,712-30.2% | $5,287-51.0% |
| Admin fee / account holder | $342 | $6,644-94.9% | $5,332-93.6% | $10,132-96.6% |