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 | $62,956 | $109,881-42.7% | $150,045-58.0% | $84,808-25.8% |
| Participation rate | 76.2% | 76.1%+0.1pp | 82.3%-6.1pp | 68.3%+7.9pp |
| Annual return | 14.86% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,348 | $3,561-34.1% | $4,693-50.0% | $2,631-10.7% |
| Participant deferral / active EE | $5,280 | $6,636-20.4% | $7,997-34.0% | $4,212+25.4% |
| Admin fee / account holder | $5,449 | $8,568-36.4% | $13,435-59.4% | $7,344-25.8% |