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 | $45,039 | $88,707-49.2% | $74,183-39.3% | $273,961-83.6% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 9.89% | 11.94%-2.0pp | 17.74%-7.8pp | 41.45%-31.6pp |
| Employer contribution / active EE | $3,907 | $3,159+23.7% | $2,370+64.9% | $4,869-19.7% |
| Participant deferral / active EE | $5,713 | $4,212+35.6% | $3,550+60.9% | $5,287+8.0% |
| Admin fee / account holder | $830 | $8,717-90.5% | $5,586-85.1% | $10,132-91.8% |