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 | $52,821 | $88,707-40.5% | $74,183-28.8% | $273,961-80.7% |
| Participation rate | 78.6% | 79.4%-0.9pp | 76.6%+2.0pp | 83.0%-4.4pp |
| Annual return | 8.71% | 11.94%-3.2pp | 17.74%-9.0pp | 41.45%-32.7pp |
| Employer contribution / active EE | $566 | $3,159-82.1% | $2,370-76.1% | $4,869-88.4% |
| Participant deferral / active EE | $1,998 | $4,212-52.6% | $3,550-43.7% | $5,287-62.2% |
| Admin fee / account holder | $27,020 | $8,717+210.0% | $5,586+383.7% | $10,132+166.7% |