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 | $41,781 | $90,503-53.8% | $78,689-46.9% | $273,961-84.7% |
| Participation rate | 82.6% | 76.5%+6.1pp | 73.6%+9.0pp | 83.0%-0.4pp |
| Annual return | 5.49% | 75.60%-70.1pp | 62.18%-56.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $2,288 | $3,176-27.9% | $2,851-19.7% | $4,869-53.0% |
| Participant deferral / active EE | $1,645 | $3,901-57.8% | $3,517-53.2% | $5,287-68.9% |
| Admin fee / account holder | $3,298 | $5,263-37.3% | $4,510-26.9% | $10,132-67.4% |