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 | $39,463 | $90,503-56.4% | $78,689-49.8% | $273,961-85.6% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 9.87% | 75.60%-65.7pp | 62.18%-52.3pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,129 | $3,176-64.5% | $2,851-60.4% | $4,869-76.8% |
| Participant deferral / active EE | $2,061 | $3,901-47.2% | $3,517-41.4% | $5,287-61.0% |
| Admin fee / account holder | $5,183 | $5,263-1.5% | $4,510+14.9% | $10,132-48.8% |