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 | $59,075 | $48,076+22.9% | $78,689-24.9% | $62,891-6.1% |
| Participation rate | 74.4% | 65.2%+9.2pp | 73.6%+0.9pp | 69.3%+5.1pp |
| Annual return | 9.76% | 31.35%-21.6pp | 62.18%-52.4pp | 20.14%-10.4pp |
| Employer contribution / active EE | $375 | $2,015-81.4% | $2,851-86.8% | $2,281-83.6% |
| Participant deferral / active EE | $2,097 | $2,588-19.0% | $3,517-40.4% | $3,203-34.5% |
| Admin fee / account holder | $2,604 | $3,207-18.8% | $4,510-42.3% | $4,296-39.4% |