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 | $51,698 | $99,341-48.0% | $84,750-39.0% | $273,961-81.1% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 8.03% | 22.93%-14.9pp | 22.78%-14.8pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,832 | $4,214-56.5% | $3,574-48.7% | $4,869-62.4% |
| Participant deferral / active EE | $1,832 | $4,269-57.1% | $3,712-50.6% | $5,287-65.3% |
| Admin fee / account holder | $3,672 | $6,644-44.7% | $5,332-31.1% | $10,132-63.8% |