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 | $24,299 | $90,503-73.2% | $78,689-69.1% | $273,961-91.1% |
| Participation rate | 73.3% | 76.5%-3.2pp | 73.6%-0.2pp | 83.0%-9.7pp |
| Annual return | 9.43% | 75.60%-66.2pp | 62.18%-52.7pp | 41.45%-32.0pp |
| Employer contribution / active EE | $1,837 | $3,176-42.2% | $2,851-35.6% | $4,869-62.3% |
| Participant deferral / active EE | $3,144 | $3,901-19.4% | $3,517-10.6% | $5,287-40.5% |
| Admin fee / account holder | $2,169 | $5,263-58.8% | $4,510-51.9% | $10,132-78.6% |