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 | $47,862 | $90,503-47.1% | $78,689-39.2% | $273,961-82.5% |
| Participation rate | 92.3% | 76.5%+15.8pp | 73.6%+18.7pp | 83.0%+9.3pp |
| Annual return | 6.99% | 75.60%-68.6pp | 62.18%-55.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $5,495 | $3,176+73.0% | $2,851+92.8% | $4,869+12.9% |
| Participant deferral / active EE | $4,689 | $3,901+20.2% | $3,517+33.3% | $5,287-11.3% |
| Admin fee / account holder | $859 | $5,263-83.7% | $4,510-81.0% | $10,132-91.5% |