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 | $55,710 | $90,503-38.4% | $78,689-29.2% | $273,961-79.7% |
| Participation rate | 81.3% | 76.5%+4.7pp | 73.6%+7.7pp | 83.0%-1.8pp |
| Annual return | 7.01% | 75.60%-68.6pp | 62.18%-55.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,555 | $3,176-19.5% | $2,851-10.4% | $4,869-47.5% |
| Participant deferral / active EE | $3,795 | $3,901-2.7% | $3,517+7.9% | $5,287-28.2% |
| Admin fee / account holder | $2,057 | $5,263-60.9% | $4,510-54.4% | $10,132-79.7% |