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 | $57,295 | $99,341-42.3% | $84,750-32.4% | $273,961-79.1% |
| Participation rate | 76.9% | 80.7%-3.8pp | 76.6%+0.3pp | 83.0%-6.1pp |
| Annual return | 5.93% | 22.93%-17.0pp | 22.78%-16.9pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,236 | $4,214-70.7% | $3,574-65.4% | $4,869-74.6% |
| Participant deferral / active EE | $5,026 | $4,269+17.7% | $3,712+35.4% | $5,287-4.9% |
| Admin fee / account holder | $1,964 | $6,644-70.4% | $5,332-63.2% | $10,132-80.6% |