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 | $50,632 | $96,557-47.6% | $80,975-37.5% | $273,961-81.5% |
| Participation rate | 78.6% | 79.1%-0.5pp | 75.8%+2.8pp | 83.0%-4.4pp |
| Annual return | 9.59% | 15.14%-5.5pp | 17.10%-7.5pp | 41.45%-31.9pp |
| Employer contribution / active EE | $1,775 | $4,868-63.5% | $3,714-52.2% | $4,869-63.5% |
| Participant deferral / active EE | $3,526 | $6,598-46.6% | $5,696-38.1% | $5,287-33.3% |
| Admin fee / account holder | $13,013 | $7,492+73.7% | $5,516+135.9% | $10,132+28.4% |