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 | $30,506 | $65,685-53.6% | $57,179-46.6% | $273,961-88.9% |
| Participation rate | 70.0% | 78.3%-8.3pp | 75.3%-5.3pp | 83.0%-13.0pp |
| Annual return | 8.46% | 21.99%-13.5pp | 14.59%-6.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $3,336 | $3,279+1.8% | $2,682+24.4% | $4,869-31.5% |
| Participant deferral / active EE | $5,753 | $3,782+52.1% | $3,096+85.8% | $5,287+8.8% |
| Admin fee / account holder | $1,401 | $4,835-71.0% | $3,139-55.4% | $10,132-86.2% |