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 | $48,434 | $93,071-48.0% | $74,583-35.1% | $273,961-82.3% |
| Participation rate | 81.8% | 74.9%+6.9pp | 68.1%+13.7pp | 83.0%-1.2pp |
| Annual return | 8.34% | 26.18%-17.8pp | 20.47%-12.1pp | 41.45%-33.1pp |
| Employer contribution / active EE | $3,131 | $3,160-0.9% | $2,525+24.0% | $4,869-35.7% |
| Participant deferral / active EE | $1,787 | $4,160-57.0% | $3,458-48.3% | $5,287-66.2% |
| Admin fee / account holder | $2,026 | $5,272-61.6% | $4,138-51.0% | $10,132-80.0% |