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 | $49,150 | $56,897-13.6% | $84,750-42.0% | $62,891-21.8% |
| Participation rate | 77.8% | 68.5%+9.2pp | 76.6%+1.2pp | 69.3%+8.5pp |
| Annual return | 5.92% | 6.30%-0.4pp | 22.78%-16.9pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,752 | $2,400-27.0% | $3,574-51.0% | $2,281-23.2% |
| Participant deferral / active EE | $3,572 | $2,709+31.8% | $3,712-3.8% | $3,203+11.5% |
| Admin fee / account holder | $2,808 | $3,581-21.6% | $5,332-47.3% | $4,296-34.6% |