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 | $40,550 | $90,503-55.2% | $78,689-48.5% | $273,961-85.2% |
| Participation rate | 88.2% | 76.5%+11.7pp | 73.6%+14.7pp | 83.0%+5.2pp |
| Annual return | 7.33% | 75.60%-68.3pp | 62.18%-54.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,076 | $3,176-34.6% | $2,851-27.2% | $4,869-57.4% |
| Participant deferral / active EE | $5,083 | $3,901+30.3% | $3,517+44.5% | $5,287-3.9% |
| Admin fee / account holder | $13,228 | $5,263+151.3% | $4,510+193.3% | $10,132+30.6% |