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 | $44,517 | $92,222-51.7% | $76,768-42.0% | $135,375-67.1% |
| Participation rate | 73.3% | 79.8%-6.4pp | 77.0%-3.6pp | 82.6%-9.3pp |
| Annual return | 8.39% | 5.46%+2.9pp | 2.43%+6.0pp | 519.73%-511.3pp |
| Employer contribution / active EE | $2,276 | $3,216-29.2% | $2,485-8.4% | $4,779-52.4% |
| Participant deferral / active EE | $5,749 | $4,509+27.5% | $3,852+49.3% | $5,609+2.5% |
| Admin fee / account holder | $10,434 | $10,748-2.9% | $6,675+56.3% | $10,827-3.6% |