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 | $46,120 | $89,355-48.4% | $141,162-67.3% | $72,985-36.8% |
| Participation rate | 84.9% | 75.1%+9.8pp | 82.5%+2.5pp | 69.5%+15.4pp |
| Annual return | 22.15% | 111.85%-89.7pp | 71.39%-49.2pp | 81.00%-58.9pp |
| Employer contribution / active EE | $2,692 | $3,114-13.6% | $4,735-43.1% | $2,440+10.3% |
| Participant deferral / active EE | $5,484 | $5,418+1.2% | $6,709-18.3% | $3,607+52.0% |
| Admin fee / account holder | $1,827 | $5,958-69.3% | $10,261-82.2% | $5,124-64.3% |