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 | $94,778 | $140,588-32.6% | $123,104-23.0% | $125,391-24.4% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | 0.33% | 16.80%-16.5pp | 13.22%-12.9pp | 282.22%-281.9pp |
| Employer contribution / active EE | $2,335 | $6,041-61.4% | $5,151-54.7% | $4,866-52.0% |
| Participant deferral / active EE | $4,639 | $6,980-33.5% | $6,230-25.5% | $5,352-13.3% |
| Admin fee / account holder | $22,360 | $11,198+99.7% | $9,015+148.0% | $9,540+134.4% |