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 | $31,221 | $90,503-65.5% | $78,689-60.3% | $273,961-88.6% |
| Participation rate | 92.9% | 76.5%+16.3pp | 73.6%+19.3pp | 83.0%+9.8pp |
| Annual return | 6.53% | 75.60%-69.1pp | 62.18%-55.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $5,496 | $3,176+73.0% | $2,851+92.8% | $4,869+12.9% |
| Participant deferral / active EE | $2,766 | $3,901-29.1% | $3,517-21.3% | $5,287-47.7% |
| Admin fee / account holder | $1,011 | $5,263-80.8% | $4,510-77.6% | $10,132-90.0% |