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 | $29,165 | $90,503-67.8% | $78,689-62.9% | $273,961-89.4% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 5.76% | 75.60%-69.8pp | 62.18%-56.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $978 | $3,176-69.2% | $2,851-65.7% | $4,869-79.9% |
| Participant deferral / active EE | $5,178 | $3,901+32.7% | $3,517+47.2% | $5,287-2.1% |
| Admin fee / account holder | $15,407 | $5,263+192.7% | $4,510+241.6% | $10,132+52.1% |