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 | $46,250 | $90,503-48.9% | $78,689-41.2% | $273,961-83.1% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 3.39% | 75.60%-72.2pp | 62.18%-58.8pp | 41.45%-38.1pp |
| Employer contribution / active EE | $1,203 | $3,176-62.1% | $2,851-57.8% | $4,869-75.3% |
| Participant deferral / active EE | $1,595 | $3,901-59.1% | $3,517-54.6% | $5,287-69.8% |
| Admin fee / account holder | $398 | $5,263-92.4% | $4,510-91.2% | $10,132-96.1% |