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 | $41,543 | $99,341-58.2% | $84,750-51.0% | $273,961-84.8% |
| Participation rate | 70.0% | 80.7%-10.7pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 7.06% | 22.93%-15.9pp | 22.78%-15.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,009 | $4,214-76.1% | $3,574-71.8% | $4,869-79.3% |
| Participant deferral / active EE | $3,096 | $4,269-27.5% | $3,712-16.6% | $5,287-41.4% |
| Admin fee / account holder | $513 | $6,644-92.3% | $5,332-90.4% | $10,132-94.9% |