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 | $67,370 | $88,707-24.1% | $74,183-9.2% | $273,961-75.4% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 6.60% | 11.94%-5.3pp | 17.74%-11.1pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,032 | $3,159-35.7% | $2,370-14.2% | $4,869-58.3% |
| Participant deferral / active EE | $3,394 | $4,212-19.4% | $3,550-4.4% | $5,287-35.8% |
| Admin fee / account holder | $13,718 | $8,717+57.4% | $5,586+145.6% | $10,132+35.4% |