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 | $28,362 | $76,552-62.9% | $123,892-77.1% | $62,891-54.9% |
| Participation rate | 71.2% | 73.0%-1.8pp | 81.4%-10.3pp | 69.3%+1.8pp |
| Annual return | 6.73% | 18.68%-11.9pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $3,227 | $2,883+11.9% | $4,617-30.1% | $2,281+41.5% |
| Participant deferral / active EE | $5,337 | $4,840+10.3% | $5,984-10.8% | $3,203+66.6% |
| Admin fee / account holder | $1,360 | $4,826-71.8% | $8,357-83.7% | $4,296-68.3% |