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 | $38,976 | $93,346-58.2% | $71,796-45.7% | $273,961-85.8% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.1%+2.3pp | 83.0%-11.6pp |
| Annual return | 6.96% | 130.39%-123.4pp | 78.04%-71.1pp | 41.45%-34.5pp |
| Employer contribution / active EE | $421 | $2,733-84.6% | $1,924-78.1% | $4,869-91.4% |
| Participant deferral / active EE | $1,828 | $3,475-47.4% | $2,794-34.6% | $5,287-65.4% |
| Admin fee / account holder | $12,023 | $6,571+83.0% | $4,815+149.7% | $10,132+18.7% |