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 | $60,754 | $83,477-27.2% | $125,175-51.5% | $72,985-16.8% |
| Participation rate | 74.4% | 73.3%+1.0pp | 79.8%-5.4pp | 69.5%+4.9pp |
| Annual return | 24.71% | 25.78%-1.1pp | 43.79%-19.1pp | 81.00%-56.3pp |
| Employer contribution / active EE | $556 | $2,345-76.3% | $3,865-85.6% | $2,440-77.2% |
| Participant deferral / active EE | $2,222 | $3,585-38.0% | $4,937-55.0% | $3,607-38.4% |
| Admin fee / account holder | $1,308 | $5,517-76.3% | $9,702-86.5% | $5,124-74.5% |