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 | $38,177 | $88,707-57.0% | $74,183-48.5% | $273,961-86.1% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 6.09% | 11.94%-5.8pp | 17.74%-11.6pp | 41.45%-35.4pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,345 | $4,212-44.3% | $3,550-33.9% | $5,287-55.7% |
| Admin fee / account holder | $17,861 | $8,717+104.9% | $5,586+219.8% | $10,132+76.3% |