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 | $44,734 | $132,239-66.2% | $105,722-57.7% | $273,961-83.7% |
| Participation rate | 85.0% | 83.2%+1.8pp | 78.9%+6.1pp | 83.0%+2.0pp |
| Annual return | 4.87% | 10.07%-5.2pp | 12.25%-7.4pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,362 | $4,867-72.0% | $4,079-66.6% | $4,869-72.0% |
| Participant deferral / active EE | $2,048 | $6,233-67.1% | $5,326-61.6% | $5,287-61.3% |
| Admin fee / account holder | $8,333 | $12,032-30.7% | $8,308+0.3% | $10,132-17.8% |