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 | $26,277 | $90,503-71.0% | $78,689-66.6% | $273,961-90.4% |
| Participation rate | 93.3% | 76.5%+16.8pp | 73.6%+19.8pp | 83.0%+10.3pp |
| Annual return | 7.28% | 75.60%-68.3pp | 62.18%-54.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,674 | $3,176-47.3% | $2,851-41.3% | $4,869-65.6% |
| Participant deferral / active EE | $3,471 | $3,901-11.0% | $3,517-1.3% | $5,287-34.3% |
| Admin fee / account holder | $2,158 | $5,263-59.0% | $4,510-52.2% | $10,132-78.7% |