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 | $64,724 | $99,341-34.8% | $84,750-23.6% | $273,961-76.4% |
| Participation rate | 73.9% | 80.7%-6.8pp | 76.6%-2.7pp | 83.0%-9.1pp |
| Annual return | 9.48% | 22.93%-13.5pp | 22.78%-13.3pp | 41.45%-32.0pp |
| Employer contribution / active EE | $1,068 | $4,214-74.7% | $3,574-70.1% | $4,869-78.1% |
| Participant deferral / active EE | $1,446 | $4,269-66.1% | $3,712-61.1% | $5,287-72.7% |
| Admin fee / account holder | $1,023 | $6,644-84.6% | $5,332-80.8% | $10,132-89.9% |