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 | $21,745 | $90,503-76.0% | $78,689-72.4% | $273,961-92.1% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 8.25% | 75.60%-67.3pp | 62.18%-53.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,307 | $3,176-58.8% | $2,851-54.1% | $4,869-73.2% |
| Participant deferral / active EE | $3,678 | $3,901-5.7% | $3,517+4.6% | $5,287-30.4% |
| Admin fee / account holder | $5,380 | $5,263+2.2% | $4,510+19.3% | $10,132-46.9% |