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 | $38,657 | $90,503-57.3% | $78,689-50.9% | $273,961-85.9% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 7.84% | 75.60%-67.8pp | 62.18%-54.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,149 | $3,176-32.3% | $2,851-24.6% | $4,869-55.9% |
| Participant deferral / active EE | $4,224 | $3,901+8.3% | $3,517+20.1% | $5,287-20.1% |
| Admin fee / account holder | $1,723 | $5,263-67.3% | $4,510-61.8% | $10,132-83.0% |