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 | $58,971 | $99,341-40.6% | $84,750-30.4% | $273,961-78.5% |
| Participation rate | 73.3% | 80.7%-7.4pp | 76.6%-3.3pp | 83.0%-9.7pp |
| Annual return | 5.62% | 22.93%-17.3pp | 22.78%-17.2pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,515 | $4,214-64.1% | $3,574-57.6% | $4,869-68.9% |
| Participant deferral / active EE | $5,441 | $4,269+27.4% | $3,712+46.6% | $5,287+2.9% |
| Admin fee / account holder | $1,700 | $6,644-74.4% | $5,332-68.1% | $10,132-83.2% |