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 | $49,541 | $99,341-50.1% | $84,750-41.5% | $273,961-81.9% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 10.35% | 22.93%-12.6pp | 22.78%-12.4pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,664 | $4,214-60.5% | $3,574-53.4% | $4,869-65.8% |
| Participant deferral / active EE | $3,070 | $4,269-28.1% | $3,712-17.3% | $5,287-41.9% |
| Admin fee / account holder | $1,650 | $6,644-75.2% | $5,332-69.0% | $10,132-83.7% |