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 | $44,219 | $99,341-55.5% | $84,750-47.8% | $273,961-83.9% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 7.74% | 22.93%-15.2pp | 22.78%-15.0pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,267 | $4,214-69.9% | $3,574-64.6% | $4,869-74.0% |
| Participant deferral / active EE | $5,205 | $4,269+21.9% | $3,712+40.2% | $5,287-1.6% |
| Admin fee / account holder | $32,777 | $6,644+393.3% | $5,332+514.7% | $10,132+223.5% |