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 | $46,067 | $90,503-49.1% | $78,689-41.5% | $273,961-83.2% |
| Participation rate | 95.2% | 76.5%+18.7pp | 73.6%+21.7pp | 83.0%+12.2pp |
| Annual return | 6.03% | 75.60%-69.6pp | 62.18%-56.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,726 | $3,176-45.7% | $2,851-39.5% | $4,869-64.6% |
| Participant deferral / active EE | $3,597 | $3,901-7.8% | $3,517+2.3% | $5,287-32.0% |
| Admin fee / account holder | $1,472 | $5,263-72.0% | $4,510-67.4% | $10,132-85.5% |