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 | $53,663 | $96,557-44.4% | $80,975-33.7% | $273,961-80.4% |
| Participation rate | 77.8% | 79.1%-1.3pp | 75.8%+2.0pp | 83.0%-5.2pp |
| Annual return | 9.76% | 15.14%-5.4pp | 17.10%-7.3pp | 41.45%-31.7pp |
| Employer contribution / active EE | $1,969 | $4,868-59.6% | $3,714-47.0% | $4,869-59.6% |
| Participant deferral / active EE | $3,271 | $6,598-50.4% | $5,696-42.6% | $5,287-38.1% |
| Admin fee / account holder | $306 | $7,492-95.9% | $5,516-94.5% | $10,132-97.0% |