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 | $38,917 | $65,685-40.8% | $57,179-31.9% | $273,961-85.8% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.3%-0.3pp | 83.0%-8.0pp |
| Annual return | 8.47% | 21.99%-13.5pp | 14.59%-6.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,451 | $3,279-25.2% | $2,682-8.6% | $4,869-49.7% |
| Participant deferral / active EE | $3,405 | $3,782-10.0% | $3,096+10.0% | $5,287-35.6% |
| Admin fee / account holder | $314 | $4,835-93.5% | $3,139-90.0% | $10,132-96.9% |