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 | $55,668 | $136,307-59.2% | $106,619-47.8% | $273,961-79.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 78.0%+2.0pp | 83.0%-3.0pp |
| Annual return | 6.81% | 11.05%-4.2pp | 9.42%-2.6pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,333 | $5,190-74.3% | $3,947-66.2% | $4,869-72.6% |
| Participant deferral / active EE | $2,809 | $4,969-43.5% | $3,930-28.5% | $5,287-46.9% |
| Admin fee / account holder | $18,972 | $8,625+120.0% | $6,418+195.6% | $10,132+87.3% |