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 | $21,608 | $88,707-75.6% | $74,183-70.9% | $273,961-92.1% |
| Participation rate | 95.0% | 79.4%+15.6pp | 76.6%+18.4pp | 83.0%+12.0pp |
| Annual return | 5.35% | 11.94%-6.6pp | 17.74%-12.4pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,667 | $3,159-47.2% | $2,370-29.7% | $4,869-65.8% |
| Participant deferral / active EE | $3,566 | $4,212-15.3% | $3,550+0.5% | $5,287-32.6% |
| Admin fee / account holder | $1,675 | $8,717-80.8% | $5,586-70.0% | $10,132-83.5% |