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 | $42,460 | $90,503-53.1% | $78,689-46.0% | $273,961-84.5% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 4.54% | 75.60%-71.1pp | 62.18%-57.6pp | 41.45%-36.9pp |
| Employer contribution / active EE | $3,670 | $3,176+15.6% | $2,851+28.7% | $4,869-24.6% |
| Participant deferral / active EE | $1,633 | $3,901-58.1% | $3,517-53.6% | $5,287-69.1% |
| Admin fee / account holder | $814 | $5,263-84.5% | $4,510-82.0% | $10,132-92.0% |