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 | $47,387 | $88,707-46.6% | $74,183-36.1% | $273,961-82.7% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 6.42% | 11.94%-5.5pp | 17.74%-11.3pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,764 | $3,159-44.2% | $2,370-25.6% | $4,869-63.8% |
| Participant deferral / active EE | $5,949 | $4,212+41.3% | $3,550+67.6% | $5,287+12.5% |
| Admin fee / account holder | $6,700 | $8,717-23.1% | $5,586+19.9% | $10,132-33.9% |