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 | $26,913 | $90,503-70.3% | $78,689-65.8% | $273,961-90.2% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 3.44% | 75.60%-72.2pp | 62.18%-58.7pp | 41.45%-38.0pp |
| Employer contribution / active EE | $1,224 | $3,176-61.5% | $2,851-57.1% | $4,869-74.9% |
| Participant deferral / active EE | $2,511 | $3,901-35.6% | $3,517-28.6% | $5,287-52.5% |
| Admin fee / account holder | $2,411 | $5,263-54.2% | $4,510-46.5% | $10,132-76.2% |