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 | $65,994 | $96,557-31.7% | $80,975-18.5% | $273,961-75.9% |
| Participation rate | 70.6% | 79.1%-8.5pp | 75.8%-5.2pp | 83.0%-12.4pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.10%-17.1pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,029 | $4,868-78.9% | $3,714-72.3% | $4,869-78.9% |
| Participant deferral / active EE | $6,240 | $6,598-5.4% | $5,696+9.6% | $5,287+18.0% |
| Admin fee / account holder | $10,595 | $7,492+41.4% | $5,516+92.1% | $10,132+4.6% |