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 | $61,315 | $132,239-53.6% | $105,722-42.0% | $273,961-77.6% |
| Participation rate | 75.0% | 83.2%-8.2pp | 78.9%-3.9pp | 83.0%-8.0pp |
| Annual return | 6.70% | 10.07%-3.4pp | 12.25%-5.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,933 | $4,867-39.7% | $4,079-28.1% | $4,869-39.8% |
| Participant deferral / active EE | $2,994 | $6,233-52.0% | $5,326-43.8% | $5,287-43.4% |
| Admin fee / account holder | $24,113 | $12,032+100.4% | $8,308+190.2% | $10,132+138.0% |