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 | $48,379 | $90,503-46.5% | $78,689-38.5% | $273,961-82.3% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | 11.24% | 75.60%-64.4pp | 62.18%-50.9pp | 41.45%-30.2pp |
| Employer contribution / active EE | $2,372 | $3,176-25.3% | $2,851-16.8% | $4,869-51.3% |
| Participant deferral / active EE | $3,219 | $3,901-17.5% | $3,517-8.5% | $5,287-39.1% |
| Admin fee / account holder | $5,229 | $5,263-0.6% | $4,510+15.9% | $10,132-48.4% |