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 | $47,878 | $90,503-47.1% | $78,689-39.2% | $273,961-82.5% |
| Participation rate | 70.6% | 76.5%-5.9pp | 73.6%-3.0pp | 83.0%-12.4pp |
| Annual return | 3.22% | 75.60%-72.4pp | 62.18%-59.0pp | 41.45%-38.2pp |
| Employer contribution / active EE | $2,304 | $3,176-27.4% | $2,851-19.2% | $4,869-52.7% |
| Participant deferral / active EE | $3,125 | $3,901-19.9% | $3,517-11.1% | $5,287-40.9% |
| Admin fee / account holder | $15,487 | $5,263+194.2% | $4,510+243.4% | $10,132+52.9% |