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 | $84,650 | $65,685+28.9% | $57,179+48.0% | $273,961-69.1% |
| Participation rate | 78.9% | 78.3%+0.6pp | 75.3%+3.6pp | 83.0%-4.1pp |
| Annual return | 6.11% | 21.99%-15.9pp | 14.59%-8.5pp | 41.45%-35.3pp |
| Employer contribution / active EE | $406 | $3,279-87.6% | $2,682-84.9% | $4,869-91.7% |
| Participant deferral / active EE | $2,399 | $3,782-36.6% | $3,096-22.5% | $5,287-54.6% |
| Admin fee / account holder | $14,150 | $4,835+192.7% | $3,139+350.8% | $10,132+39.7% |