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 | $34,272 | $90,503-62.1% | $78,689-56.4% | $273,961-87.5% |
| Participation rate | 73.3% | 76.5%-3.2pp | 73.6%-0.2pp | 83.0%-9.7pp |
| Annual return | 5.12% | 75.60%-70.5pp | 62.18%-57.1pp | 41.45%-36.3pp |
| Employer contribution / active EE | $426 | $3,176-86.6% | $2,851-85.0% | $4,869-91.2% |
| Participant deferral / active EE | $1,953 | $3,901-49.9% | $3,517-44.5% | $5,287-63.1% |
| Admin fee / account holder | $6,802 | $5,263+29.2% | $4,510+50.8% | $10,132-32.9% |