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 | $44,041 | $88,707-50.4% | $74,183-40.6% | $273,961-83.9% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 5.64% | 11.94%-6.3pp | 17.74%-12.1pp | 41.45%-35.8pp |
| Employer contribution / active EE | $972 | $3,159-69.2% | $2,370-59.0% | $4,869-80.0% |
| Participant deferral / active EE | $3,437 | $4,212-18.4% | $3,550-3.2% | $5,287-35.0% |
| Admin fee / account holder | $3,933 | $8,717-54.9% | $5,586-29.6% | $10,132-61.2% |