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 | $43,825 | $90,503-51.6% | $78,689-44.3% | $273,961-84.0% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 6.29% | 75.60%-69.3pp | 62.18%-55.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $3,102 | $3,176-2.3% | $2,851+8.8% | $4,869-36.3% |
| Participant deferral / active EE | $7,532 | $3,901+93.1% | $3,517+114.2% | $5,287+42.5% |
| Admin fee / account holder | $23,802 | $5,263+352.2% | $4,510+427.7% | $10,132+134.9% |