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 | $47,144 | $90,503-47.9% | $78,689-40.1% | $273,961-82.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 7.05% | 75.60%-68.5pp | 62.18%-55.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $646 | $3,176-79.7% | $2,851-77.3% | $4,869-86.7% |
| Participant deferral / active EE | $1,578 | $3,901-59.5% | $3,517-55.1% | $5,287-70.2% |
| Admin fee / account holder | $2,515 | $5,263-52.2% | $4,510-44.2% | $10,132-75.2% |