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 | $55,177 | $105,630-47.8% | $87,507-36.9% | $273,961-79.9% |
| Participation rate | 70.6% | 78.2%-7.6pp | 73.8%-3.3pp | 83.0%-12.4pp |
| Annual return | 6.91% | 12.25%-5.3pp | 12.21%-5.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,052 | $3,141-66.5% | $2,550-58.7% | $4,869-78.4% |
| Participant deferral / active EE | $2,659 | $3,601-26.2% | $3,149-15.6% | $5,287-49.7% |
| Admin fee / account holder | $2,404 | $4,781-49.7% | $4,221-43.0% | $10,132-76.3% |