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 9-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 | $47,345 | $90,503-47.7% | $78,689-39.8% | $273,961-82.7% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 9.12% | 75.60%-66.5pp | 62.18%-53.1pp | 41.45%-32.3pp |
| Employer contribution / active EE | $2,062 | $3,176-35.1% | $2,851-27.7% | $4,869-57.7% |
| Participant deferral / active EE | $1,313 | $3,901-66.3% | $3,517-62.7% | $5,287-75.2% |
| Admin fee / account holder | $9,759 | $5,263+85.4% | $4,510+116.4% | $10,132-3.7% |