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 | $78,302 | $90,503-13.5% | $78,689-0.5% | $273,961-71.4% |
| Participation rate | 92.3% | 76.5%+15.8pp | 73.6%+18.7pp | 83.0%+9.3pp |
| Annual return | 5.90% | 75.60%-69.7pp | 62.18%-56.3pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,416 | $3,176-55.4% | $2,851-50.3% | $4,869-70.9% |
| Participant deferral / active EE | $4,849 | $3,901+24.3% | $3,517+37.9% | $5,287-8.3% |
| Admin fee / account holder | $944 | $5,263-82.1% | $4,510-79.1% | $10,132-90.7% |