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 | $88,799 | $99,341-10.6% | $84,750+4.8% | $273,961-67.6% |
| Participation rate | 70.8% | 80.7%-9.9pp | 76.6%-5.8pp | 83.0%-12.2pp |
| Annual return | 3.58% | 22.93%-19.3pp | 22.78%-19.2pp | 41.45%-37.9pp |
| Employer contribution / active EE | $1,468 | $4,214-65.2% | $3,574-58.9% | $4,869-69.8% |
| Participant deferral / active EE | $2,286 | $4,269-46.5% | $3,712-38.4% | $5,287-56.8% |
| Admin fee / account holder | $626 | $6,644-90.6% | $5,332-88.3% | $10,132-93.8% |