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 | $57,793 | $90,503-36.1% | $78,689-26.6% | $273,961-78.9% |
| Participation rate | 77.3% | 76.5%+0.8pp | 73.6%+3.7pp | 83.0%-5.7pp |
| Annual return | 8.35% | 75.60%-67.3pp | 62.18%-53.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,678 | $3,176-47.2% | $2,851-41.1% | $4,869-65.5% |
| Participant deferral / active EE | $2,779 | $3,901-28.8% | $3,517-21.0% | $5,287-47.4% |
| Admin fee / account holder | $1,915 | $5,263-63.6% | $4,510-57.6% | $10,132-81.1% |