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 | $47,766 | $88,707-46.2% | $74,183-35.6% | $273,961-82.6% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 6.59% | 11.94%-5.4pp | 17.74%-11.1pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,617 | $3,159-48.8% | $2,370-31.8% | $4,869-66.8% |
| Participant deferral / active EE | $7,008 | $4,212+66.4% | $3,550+97.4% | $5,287+32.5% |
| Admin fee / account holder | $3,558 | $8,717-59.2% | $5,586-36.3% | $10,132-64.9% |