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 | $46,285 | $90,503-48.9% | $78,689-41.2% | $273,961-83.1% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 5.66% | 75.60%-69.9pp | 62.18%-56.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,941 | $3,176-38.9% | $2,851-31.9% | $4,869-60.1% |
| Participant deferral / active EE | $586 | $3,901-85.0% | $3,517-83.3% | $5,287-88.9% |
| Admin fee / account holder | $2,614 | $5,263-50.3% | $4,510-42.1% | $10,132-74.2% |