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 | $35,737 | $60,349-40.8% | $74,183-51.8% | $62,891-43.2% |
| Participation rate | 72.7% | 72.7%0pp | 76.6%-3.9pp | 69.3%+3.4pp |
| Annual return | 5.71% | 21.37%-15.7pp | 17.74%-12.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,617 | $1,680-3.8% | $2,370-31.8% | $2,281-29.1% |
| Participant deferral / active EE | $2,931 | $2,856+2.6% | $3,550-17.4% | $3,203-8.5% |
| Admin fee / account holder | $3,888 | $4,261-8.8% | $5,586-30.4% | $4,296-9.5% |