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 | $66,674 | $99,341-32.9% | $84,750-21.3% | $273,961-75.7% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 2.46% | 22.93%-20.5pp | 22.78%-20.3pp | 41.45%-39.0pp |
| Employer contribution / active EE | $654 | $4,214-84.5% | $3,574-81.7% | $4,869-86.6% |
| Participant deferral / active EE | $1,031 | $4,269-75.9% | $3,712-72.2% | $5,287-80.5% |
| Admin fee / account holder | $95,085 | $6,644+1331.1% | $5,332+1683.2% | $10,132+838.5% |