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 | $32,742 | $90,503-63.8% | $78,689-58.4% | $273,961-88.0% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 6.19% | 75.60%-69.4pp | 62.18%-56.0pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,207 | $3,176-30.5% | $2,851-22.6% | $4,869-54.7% |
| Participant deferral / active EE | $1,514 | $3,901-61.2% | $3,517-57.0% | $5,287-71.4% |
| Admin fee / account holder | $818 | $5,263-84.5% | $4,510-81.9% | $10,132-91.9% |