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 | $59,231 | $99,341-40.4% | $84,750-30.1% | $273,961-78.4% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 11.22% | 22.93%-11.7pp | 22.78%-11.6pp | 41.45%-30.2pp |
| Employer contribution / active EE | $633 | $4,214-85.0% | $3,574-82.3% | $4,869-87.0% |
| Participant deferral / active EE | $2,308 | $4,269-45.9% | $3,712-37.8% | $5,287-56.3% |
| Admin fee / account holder | $911 | $6,644-86.3% | $5,332-82.9% | $10,132-91.0% |