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 | $59,454 | $90,503-34.3% | $78,689-24.4% | $273,961-78.3% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 7.24% | 75.60%-68.4pp | 62.18%-54.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,684 | $3,176-47.0% | $2,851-40.9% | $4,869-65.4% |
| Participant deferral / active EE | $2,522 | $3,901-35.4% | $3,517-28.3% | $5,287-52.3% |
| Admin fee / account holder | $1,523 | $5,263-71.1% | $4,510-66.2% | $10,132-85.0% |