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 | $88,255 | $113,935-22.5% | $94,224-6.3% | $125,391-29.6% |
| Participation rate | 75.0% | 82.9%-7.9pp | 78.8%-3.8pp | 83.2%-8.2pp |
| Annual return | 0.27% | 5.29%-5.0pp | 10.68%-10.4pp | 282.22%-282.0pp |
| Employer contribution / active EE | $3,108 | $4,727-34.2% | $3,587-13.3% | $4,866-36.1% |
| Participant deferral / active EE | $3,108 | $5,179-40.0% | $4,320-28.1% | $5,352-41.9% |
| Admin fee / account holder | $833 | $8,391-90.1% | $6,269-86.7% | $9,540-91.3% |