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 | $69,606 | $90,503-23.1% | $78,689-11.5% | $273,961-74.6% |
| Participation rate | 81.0% | 76.5%+4.4pp | 73.6%+7.4pp | 83.0%-2.1pp |
| Annual return | 6.34% | 75.60%-69.3pp | 62.18%-55.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,577 | $3,176-50.3% | $2,851-44.7% | $4,869-67.6% |
| Participant deferral / active EE | $4,583 | $3,901+17.5% | $3,517+30.3% | $5,287-13.3% |
| Admin fee / account holder | $14,328 | $5,263+172.2% | $4,510+217.7% | $10,132+41.4% |