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 | $43,120 | $81,248-46.9% | $155,509-72.3% | $80,856-46.7% |
| Participation rate | 71.4% | 66.2%+5.2pp | 78.2%-6.8pp | 67.6%+3.8pp |
| Annual return | 12.30% | 33.31%-21.0pp | 64.67%-52.4pp | 35.59%-23.3pp |
| Employer contribution / active EE | $3,277 | $3,100+5.7% | $4,672-29.9% | $2,755+19.0% |
| Participant deferral / active EE | $2,942 | $3,452-14.8% | $5,626-47.7% | $4,296-31.5% |
| Admin fee / account holder | $6,578 | $7,997-17.7% | $15,912-58.7% | $6,918-4.9% |