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 | $31,692 | $105,630-70.0% | $87,507-63.8% | $273,961-88.4% |
| Participation rate | 76.5% | 78.2%-1.7pp | 73.8%+2.6pp | 83.0%-6.5pp |
| Annual return | 3.90% | 12.25%-8.4pp | 12.21%-8.3pp | 41.45%-37.6pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $922 | $3,601-74.4% | $3,149-70.7% | $5,287-82.6% |
| Admin fee / account holder | $3,569 | $4,781-25.3% | $4,221-15.4% | $10,132-64.8% |