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 | $48,216 | $90,503-46.7% | $78,689-38.7% | $273,961-82.4% |
| Participation rate | 78.3% | 76.5%+1.7pp | 73.6%+4.7pp | 83.0%-4.8pp |
| Annual return | 8.22% | 75.60%-67.4pp | 62.18%-54.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,594 | $3,176-49.8% | $2,851-44.1% | $4,869-67.3% |
| Participant deferral / active EE | $3,581 | $3,901-8.2% | $3,517+1.8% | $5,287-32.3% |
| Admin fee / account holder | $5,723 | $5,263+8.7% | $4,510+26.9% | $10,132-43.5% |