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 | $45,484 | $65,685-30.8% | $57,179-20.5% | $273,961-83.4% |
| Participation rate | 72.7% | 78.3%-5.6pp | 75.3%-2.6pp | 83.0%-10.3pp |
| Annual return | 4.06% | 21.99%-17.9pp | 14.59%-10.5pp | 41.45%-37.4pp |
| Employer contribution / active EE | $2,608 | $3,279-20.5% | $2,682-2.8% | $4,869-46.4% |
| Participant deferral / active EE | $7,775 | $3,782+105.6% | $3,096+151.1% | $5,287+47.1% |
| Admin fee / account holder | $25,905 | $4,835+435.8% | $3,139+725.3% | $10,132+155.7% |