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 | $40,267 | $90,503-55.5% | $78,689-48.8% | $273,961-85.3% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 8.68% | 75.60%-66.9pp | 62.18%-53.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $2,627 | $3,176-17.3% | $2,851-7.9% | $4,869-46.0% |
| Participant deferral / active EE | $3,642 | $3,901-6.6% | $3,517+3.6% | $5,287-31.1% |
| Admin fee / account holder | $7,118 | $5,263+35.2% | $4,510+57.8% | $10,132-29.8% |