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 | $44,413 | $90,503-50.9% | $78,689-43.6% | $273,961-83.8% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 4.72% | 75.60%-70.9pp | 62.18%-57.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,044 | $3,176-67.1% | $2,851-63.4% | $4,869-78.6% |
| Participant deferral / active EE | $3,415 | $3,901-12.5% | $3,517-2.9% | $5,287-35.4% |
| Admin fee / account holder | $29,704 | $5,263+464.4% | $4,510+558.6% | $10,132+193.2% |