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 | $50,465 | $123,793-59.2% | $177,821-71.6% | $79,858-36.8% |
| Participation rate | 83.6% | 84.7%-1.1pp | 87.7%-4.2pp | 69.6%+13.9pp |
| Annual return | 11.78% | 22.82%-11.0pp | 48.32%-36.5pp | 31.71%-19.9pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,390 | $5,956-26.3% | $7,714-43.1% | $3,740+17.4% |
| Admin fee / account holder | $8,477 | $7,243+17.1% | $12,427-31.8% | $5,306+59.8% |