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 | $27,574 | $90,503-69.5% | $78,689-65.0% | $273,961-89.9% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 8.34% | 75.60%-67.3pp | 62.18%-53.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,211 | $3,176-61.9% | $2,851-57.5% | $4,869-75.1% |
| Participant deferral / active EE | $2,651 | $3,901-32.1% | $3,517-24.6% | $5,287-49.9% |
| Admin fee / account holder | $424 | $5,263-91.9% | $4,510-90.6% | $10,132-95.8% |