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 | $42,615 | $90,503-52.9% | $78,689-45.8% | $273,961-84.4% |
| Participation rate | 77.3% | 76.5%+0.8pp | 73.6%+3.7pp | 83.0%-5.7pp |
| Annual return | 6.82% | 75.60%-68.8pp | 62.18%-55.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,103 | $3,176-65.3% | $2,851-61.3% | $4,869-77.3% |
| Participant deferral / active EE | $2,993 | $3,901-23.3% | $3,517-14.9% | $5,287-43.4% |
| Admin fee / account holder | $7,400 | $5,263+40.6% | $4,510+64.1% | $10,132-27.0% |