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 | $30,044 | $90,503-66.8% | $78,689-61.8% | $273,961-89.0% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 7.54% | 75.60%-68.1pp | 62.18%-54.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,257 | $3,176-60.4% | $2,851-55.9% | $4,869-74.2% |
| Participant deferral / active EE | $2,054 | $3,901-47.4% | $3,517-41.6% | $5,287-61.2% |
| Admin fee / account holder | $2,828 | $5,263-46.3% | $4,510-37.3% | $10,132-72.1% |