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 | $27,474 | $90,503-69.6% | $78,689-65.1% | $273,961-90.0% |
| Participation rate | 78.9% | 76.5%+2.4pp | 73.6%+5.4pp | 83.0%-4.1pp |
| Annual return | 7.75% | 75.60%-67.9pp | 62.18%-54.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,693 | $3,176-46.7% | $2,851-40.6% | $4,869-65.2% |
| Participant deferral / active EE | $3,995 | $3,901+2.4% | $3,517+13.6% | $5,287-24.4% |
| Admin fee / account holder | $1,952 | $5,263-62.9% | $4,510-56.7% | $10,132-80.7% |