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 | $47,533 | $90,503-47.5% | $78,689-39.6% | $273,961-82.6% |
| Participation rate | 76.9% | 76.5%+0.4pp | 73.6%+3.4pp | 83.0%-6.1pp |
| Annual return | 5.79% | 75.60%-69.8pp | 62.18%-56.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $756 | $3,176-76.2% | $2,851-73.5% | $4,869-84.5% |
| Participant deferral / active EE | $3,434 | $3,901-12.0% | $3,517-2.3% | $5,287-35.0% |
| Admin fee / account holder | $2,140 | $5,263-59.3% | $4,510-52.6% | $10,132-78.9% |