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 | $41,166 | $90,503-54.5% | $78,689-47.7% | $273,961-85.0% |
| Participation rate | 89.5% | 76.5%+13.0pp | 73.6%+15.9pp | 83.0%+6.5pp |
| Annual return | 10.12% | 75.60%-65.5pp | 62.18%-52.1pp | 41.45%-31.3pp |
| Employer contribution / active EE | $2,018 | $3,176-36.5% | $2,851-29.2% | $4,869-58.5% |
| Participant deferral / active EE | $2,425 | $3,901-37.8% | $3,517-31.0% | $5,287-54.1% |
| Admin fee / account holder | $3,044 | $5,263-42.2% | $4,510-32.5% | $10,132-70.0% |