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 | $48,883 | $153,311-68.1% | $109,313-55.3% | $273,961-82.2% |
| Participation rate | 75.0% | 80.1%-5.1pp | 71.3%+3.7pp | 83.0%-8.0pp |
| Annual return | 7.88% | 29.86%-22.0pp | 22.07%-14.2pp | 41.45%-33.6pp |
| Employer contribution / active EE | $686 | $5,619-87.8% | $3,892-82.4% | $4,869-85.9% |
| Participant deferral / active EE | $1,907 | $3,932-51.5% | $3,166-39.8% | $5,287-63.9% |
| Admin fee / account holder | $648 | $8,076-92.0% | $5,666-88.6% | $10,132-93.6% |