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 | $26,413 | $65,685-59.8% | $57,179-53.8% | $273,961-90.4% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | 7.60% | 21.99%-14.4pp | 14.59%-7.0pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,036 | $3,279-37.9% | $2,682-24.1% | $4,869-58.2% |
| Participant deferral / active EE | $5,853 | $3,782+54.8% | $3,096+89.0% | $5,287+10.7% |
| Admin fee / account holder | $1,718 | $4,835-64.5% | $3,139-45.3% | $10,132-83.0% |