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 | $73,675 | $132,239-44.3% | $105,722-30.3% | $273,961-73.1% |
| Participation rate | 70.0% | 83.2%-13.2pp | 78.9%-8.9pp | 83.0%-13.0pp |
| Annual return | 5.97% | 10.07%-4.1pp | 12.25%-6.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,445 | $4,867-70.3% | $4,079-64.6% | $4,869-70.3% |
| Participant deferral / active EE | $2,306 | $6,233-63.0% | $5,326-56.7% | $5,287-56.4% |
| Admin fee / account holder | $527 | $12,032-95.6% | $8,308-93.7% | $10,132-94.8% |