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 | $43,094 | $132,239-67.4% | $105,722-59.2% | $273,961-84.3% |
| Participation rate | 75.0% | 83.2%-8.2pp | 78.9%-3.9pp | 83.0%-8.0pp |
| Annual return | 6.38% | 10.07%-3.7pp | 12.25%-5.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,958 | $4,867-39.2% | $4,079-27.5% | $4,869-39.2% |
| Participant deferral / active EE | $5,974 | $6,233-4.2% | $5,326+12.2% | $5,287+13.0% |
| Admin fee / account holder | $13,770 | $12,032+14.4% | $8,308+65.7% | $10,132+35.9% |