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 | $23,893 | $96,557-75.3% | $80,975-70.5% | $273,961-91.3% |
| Participation rate | 75.0% | 79.1%-4.1pp | 75.8%-0.8pp | 83.0%-8.0pp |
| Annual return | 6.48% | 15.14%-8.7pp | 17.10%-10.6pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,898 | $4,868-61.0% | $3,714-48.9% | $4,869-61.0% |
| Participant deferral / active EE | $2,912 | $6,598-55.9% | $5,696-48.9% | $5,287-44.9% |
| Admin fee / account holder | $8,064 | $7,492+7.6% | $5,516+46.2% | $10,132-20.4% |