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 | $45,085 | $88,707-49.2% | $74,183-39.2% | $273,961-83.5% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 5.15% | 11.94%-6.8pp | 17.74%-12.6pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,174 | $3,159-62.8% | $2,370-50.5% | $4,869-75.9% |
| Participant deferral / active EE | $2,986 | $4,212-29.1% | $3,550-15.9% | $5,287-43.5% |
| Admin fee / account holder | $11,646 | $8,717+33.6% | $5,586+108.5% | $10,132+14.9% |