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 | $57,175 | $96,956-41.0% | $70,014-18.3% | $273,961-79.1% |
| Participation rate | 81.3% | 77.1%+4.2pp | 71.8%+9.4pp | 83.0%-1.8pp |
| Annual return | 4.53% | 12.93%-8.4pp | 12.99%-8.5pp | 41.45%-36.9pp |
| Employer contribution / active EE | $1,426 | $3,316-57.0% | $2,338-39.0% | $4,869-70.7% |
| Participant deferral / active EE | $4,141 | $3,744+10.6% | $2,931+41.3% | $5,287-21.7% |
| Admin fee / account holder | $931 | $7,934-88.3% | $4,380-78.7% | $10,132-90.8% |