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 | $57,373 | $99,341-42.2% | $84,750-32.3% | $273,961-79.1% |
| Participation rate | 73.7% | 80.7%-7.0pp | 76.6%-2.9pp | 83.0%-9.3pp |
| Annual return | 2.62% | 22.93%-20.3pp | 22.78%-20.2pp | 41.45%-38.8pp |
| Employer contribution / active EE | $2,313 | $4,214-45.1% | $3,574-35.3% | $4,869-52.5% |
| Participant deferral / active EE | $2,756 | $4,269-35.4% | $3,712-25.7% | $5,287-47.9% |
| Admin fee / account holder | $1,684 | $6,644-74.6% | $5,332-68.4% | $10,132-83.4% |