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 | $35,954 | $96,557-62.8% | $80,975-55.6% | $273,961-86.9% |
| Participation rate | 70.0% | 79.1%-9.1pp | 75.8%-5.8pp | 83.0%-13.0pp |
| Annual return | 6.55% | 15.14%-8.6pp | 17.10%-10.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,778 | $4,868-42.9% | $3,714-25.2% | $4,869-42.9% |
| Participant deferral / active EE | $5,940 | $6,598-10.0% | $5,696+4.3% | $5,287+12.3% |
| Admin fee / account holder | $2,353 | $7,492-68.6% | $5,516-57.3% | $10,132-76.8% |