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 | $51,207 | $60,349-15.1% | $74,183-31.0% | $62,891-18.6% |
| Participation rate | 70.4% | 72.7%-2.4pp | 76.6%-6.2pp | 69.3%+1.1pp |
| Annual return | 7.88% | 21.37%-13.5pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $960 | $1,680-42.8% | $2,370-59.5% | $2,281-57.9% |
| Participant deferral / active EE | $2,874 | $2,856+0.6% | $3,550-19.0% | $3,203-10.3% |
| Admin fee / account holder | $1,144 | $4,261-73.2% | $5,586-79.5% | $4,296-73.4% |