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 | $49,668 | $39,122+27.0% | $57,179-13.1% | $62,891-21.0% |
| Participation rate | 73.0% | 70.5%+2.5pp | 75.3%-2.3pp | 69.3%+3.7pp |
| Annual return | 6.42% | 9.23%-2.8pp | 14.59%-8.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $956 | $1,874-49.0% | $2,682-64.4% | $2,281-58.1% |
| Participant deferral / active EE | $1,337 | $2,374-43.7% | $3,096-56.8% | $3,203-58.3% |
| Admin fee / account holder | $1,045 | $2,592-59.7% | $3,139-66.7% | $4,296-75.7% |