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 | $39,815 | $93,346-57.3% | $71,796-44.5% | $273,961-85.5% |
| Participation rate | 70.8% | 76.5%-5.7pp | 69.1%+1.7pp | 83.0%-12.2pp |
| Annual return | 6.87% | 130.39%-123.5pp | 78.04%-71.2pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,222 | $2,733-55.3% | $1,924-36.5% | $4,869-74.9% |
| Participant deferral / active EE | $2,560 | $3,475-26.3% | $2,794-8.4% | $5,287-51.6% |
| Admin fee / account holder | $4,191 | $6,571-36.2% | $4,815-13.0% | $10,132-58.6% |