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 | $32,976 | $90,503-63.6% | $78,689-58.1% | $273,961-88.0% |
| Participation rate | 92.9% | 76.5%+16.3pp | 73.6%+19.3pp | 83.0%+9.8pp |
| Annual return | 5.86% | 75.60%-69.7pp | 62.18%-56.3pp | 41.45%-35.6pp |
| Employer contribution / active EE | $3,973 | $3,176+25.1% | $2,851+39.4% | $4,869-18.4% |
| Participant deferral / active EE | $3,347 | $3,901-14.2% | $3,517-4.8% | $5,287-36.7% |
| Admin fee / account holder | $449 | $5,263-91.5% | $4,510-90.0% | $10,132-95.6% |