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 | $42,479 | $90,503-53.1% | $78,689-46.0% | $273,961-84.5% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 6.59% | 75.60%-69.0pp | 62.18%-55.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,024 | $3,176-67.7% | $2,851-64.1% | $4,869-79.0% |
| Participant deferral / active EE | $5,398 | $3,901+38.4% | $3,517+53.5% | $5,287+2.1% |
| Admin fee / account holder | $2,086 | $5,263-60.4% | $4,510-53.8% | $10,132-79.4% |