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 | $48,232 | $90,503-46.7% | $78,689-38.7% | $273,961-82.4% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 8.03% | 75.60%-67.6pp | 62.18%-54.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,917 | $3,176-8.1% | $2,851+2.3% | $4,869-40.1% |
| Participant deferral / active EE | $6,619 | $3,901+69.7% | $3,517+88.2% | $5,287+25.2% |
| Admin fee / account holder | $2,497 | $5,263-52.6% | $4,510-44.6% | $10,132-75.4% |