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 | $55,076 | $95,803-42.5% | $113,168-51.3% | $84,808-35.1% |
| Participation rate | 75.9% | 72.9%+3.0pp | 76.6%-0.7pp | 68.3%+7.6pp |
| Annual return | 15.27% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $961 | $2,360-59.3% | $2,975-67.7% | $2,631-63.5% |
| Participant deferral / active EE | $3,224 | $4,242-24.0% | $5,107-36.9% | $4,212-23.4% |
| Admin fee / account holder | $1,427 | $8,989-84.1% | $12,068-88.2% | $7,344-80.6% |