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 | $82,525 | $90,503-8.8% | $78,689+4.9% | $273,961-69.9% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 6.89% | 75.60%-68.7pp | 62.18%-55.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $991 | $3,176-68.8% | $2,851-65.2% | $4,869-79.6% |
| Participant deferral / active EE | $2,610 | $3,901-33.1% | $3,517-25.8% | $5,287-50.6% |
| Admin fee / account holder | $2,457 | $5,263-53.3% | $4,510-45.5% | $10,132-75.8% |