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 | $48,780 | $96,956-49.7% | $70,014-30.3% | $273,961-82.2% |
| Participation rate | 80.0% | 77.1%+2.9pp | 71.8%+8.2pp | 83.0%-3.0pp |
| Annual return | 6.52% | 12.93%-6.4pp | 12.99%-6.5pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,015 | $3,316-69.4% | $2,338-56.6% | $4,869-79.1% |
| Participant deferral / active EE | $1,971 | $3,744-47.4% | $2,931-32.7% | $5,287-62.7% |
| Admin fee / account holder | $3,331 | $7,934-58.0% | $4,380-24.0% | $10,132-67.1% |