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 | $38,419 | $88,707-56.7% | $74,183-48.2% | $273,961-86.0% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 5.86% | 11.94%-6.1pp | 17.74%-11.9pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,581 | $3,159-18.3% | $2,370+8.9% | $4,869-47.0% |
| Participant deferral / active EE | $3,327 | $4,212-21.0% | $3,550-6.3% | $5,287-37.1% |
| Admin fee / account holder | $620 | $8,717-92.9% | $5,586-88.9% | $10,132-93.9% |