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 | $48,458 | $90,503-46.5% | $78,689-38.4% | $273,961-82.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.02% | 75.60%-68.6pp | 62.18%-55.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,576 | $3,176-50.4% | $2,851-44.7% | $4,869-67.6% |
| Participant deferral / active EE | $5,449 | $3,901+39.7% | $3,517+54.9% | $5,287+3.1% |
| Admin fee / account holder | $649 | $5,263-87.7% | $4,510-85.6% | $10,132-93.6% |