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 | $27,384 | $90,503-69.7% | $78,689-65.2% | $273,961-90.0% |
| Participation rate | 95.2% | 76.5%+18.7pp | 73.6%+21.7pp | 83.0%+12.2pp |
| Annual return | 5.73% | 75.60%-69.9pp | 62.18%-56.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,755 | $3,176-44.8% | $2,851-38.5% | $4,869-64.0% |
| Participant deferral / active EE | $2,825 | $3,901-27.6% | $3,517-19.7% | $5,287-46.6% |
| Admin fee / account holder | $7,251 | $5,263+37.8% | $4,510+60.8% | $10,132-28.4% |