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 | $37,615 | $76,367-50.7% | $93,606-59.8% | $72,985-48.5% |
| Participation rate | 71.8% | 71.7%0pp | 75.8%-4.0pp | 69.5%+2.3pp |
| Annual return | 25.27% | 25.82%-0.5pp | 32.76%-7.5pp | 81.00%-55.7pp |
| Employer contribution / active EE | $931 | $2,275-59.1% | $2,718-65.7% | $2,440-61.8% |
| Participant deferral / active EE | $1,855 | $3,538-47.6% | $4,069-54.4% | $3,607-48.6% |
| Admin fee / account holder | $2,208 | $6,838-67.7% | $7,888-72.0% | $5,124-56.9% |