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 | $39,721 | $65,685-39.5% | $57,179-30.5% | $273,961-85.5% |
| Participation rate | 86.4% | 78.3%+8.0pp | 75.3%+11.0pp | 83.0%+3.3pp |
| Annual return | 2.55% | 21.99%-19.4pp | 14.59%-12.0pp | 41.45%-38.9pp |
| Employer contribution / active EE | $994 | $3,279-69.7% | $2,682-62.9% | $4,869-79.6% |
| Participant deferral / active EE | $1,455 | $3,782-61.5% | $3,096-53.0% | $5,287-72.5% |
| Admin fee / account holder | $521 | $4,835-89.2% | $3,139-83.4% | $10,132-94.9% |