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 | $39,393 | $90,503-56.5% | $78,689-49.9% | $273,961-85.6% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | 5.54% | 75.60%-70.1pp | 62.18%-56.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,756 | $3,176-13.2% | $2,851-3.3% | $4,869-43.4% |
| Participant deferral / active EE | $4,192 | $3,901+7.5% | $3,517+19.2% | $5,287-20.7% |
| Admin fee / account holder | $7,534 | $5,263+43.1% | $4,510+67.0% | $10,132-25.6% |