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 | $17,043 | $65,685-74.1% | $57,179-70.2% | $273,961-93.8% |
| Participation rate | 70.0% | 78.3%-8.3pp | 75.3%-5.3pp | 83.0%-13.0pp |
| Annual return | 3.52% | 21.99%-18.5pp | 14.59%-11.1pp | 41.45%-37.9pp |
| Employer contribution / active EE | $2,778 | $3,279-15.3% | $2,682+3.6% | $4,869-42.9% |
| Participant deferral / active EE | $3,563 | $3,782-5.8% | $3,096+15.1% | $5,287-32.6% |
| Admin fee / account holder | $33,866 | $4,835+600.5% | $3,139+978.9% | $10,132+234.2% |