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 | $49,708 | $90,503-45.1% | $78,689-36.8% | $273,961-81.9% |
| Participation rate | 92.9% | 76.5%+16.3pp | 73.6%+19.3pp | 83.0%+9.8pp |
| Annual return | 7.33% | 75.60%-68.3pp | 62.18%-54.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,886 | $3,176-9.1% | $2,851+1.2% | $4,869-40.7% |
| Participant deferral / active EE | $3,157 | $3,901-19.1% | $3,517-10.2% | $5,287-40.3% |
| Admin fee / account holder | $513 | $5,263-90.3% | $4,510-88.6% | $10,132-94.9% |