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 | $51,606 | $90,503-43.0% | $78,689-34.4% | $273,961-81.2% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 6.74% | 75.60%-68.9pp | 62.18%-55.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,546 | $3,176-19.8% | $2,851-10.7% | $4,869-47.7% |
| Participant deferral / active EE | $11,274 | $3,901+189.0% | $3,517+220.6% | $5,287+113.2% |
| Admin fee / account holder | $899 | $5,263-82.9% | $4,510-80.1% | $10,132-91.1% |