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 | $55,545 | $88,707-37.4% | $74,183-25.1% | $273,961-79.7% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $3,147 | $3,159-0.4% | $2,370+32.8% | $4,869-35.4% |
| Participant deferral / active EE | $6,575 | $4,212+56.1% | $3,550+85.2% | $5,287+24.4% |
| Admin fee / account holder | $573 | $8,717-93.4% | $5,586-89.7% | $10,132-94.3% |