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 | $43,491 | $90,503-51.9% | $78,689-44.7% | $273,961-84.1% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 8.15% | 75.60%-67.4pp | 62.18%-54.0pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,359 | $3,176-57.2% | $2,851-52.3% | $4,869-72.1% |
| Participant deferral / active EE | $3,851 | $3,901-1.3% | $3,517+9.5% | $5,287-27.2% |
| Admin fee / account holder | $1,197 | $5,263-77.3% | $4,510-73.5% | $10,132-88.2% |