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 | $48,048 | $90,503-46.9% | $78,689-38.9% | $273,961-82.5% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 4.85% | 75.60%-70.8pp | 62.18%-57.3pp | 41.45%-36.6pp |
| Employer contribution / active EE | $2,771 | $3,176-12.7% | $2,851-2.8% | $4,869-43.1% |
| Participant deferral / active EE | $4,380 | $3,901+12.3% | $3,517+24.5% | $5,287-17.2% |
| Admin fee / account holder | $1,112 | $5,263-78.9% | $4,510-75.4% | $10,132-89.0% |