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 | $43,562 | $90,503-51.9% | $78,689-44.6% | $273,961-84.1% |
| Participation rate | 76.2% | 76.5%-0.3pp | 73.6%+2.6pp | 83.0%-6.8pp |
| Annual return | 5.60% | 75.60%-70.0pp | 62.18%-56.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,144 | $3,176-32.5% | $2,851-24.8% | $4,869-56.0% |
| Participant deferral / active EE | $5,251 | $3,901+34.6% | $3,517+49.3% | $5,287-0.7% |
| Admin fee / account holder | $6,188 | $5,263+17.6% | $4,510+37.2% | $10,132-38.9% |