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 | $56,350 | $93,346-39.6% | $71,796-21.5% | $273,961-79.4% |
| Participation rate | 73.3% | 76.5%-3.2pp | 69.1%+4.2pp | 83.0%-9.7pp |
| Annual return | 6.35% | 130.39%-124.0pp | 78.04%-71.7pp | 41.45%-35.1pp |
| Employer contribution / active EE | $681 | $2,733-75.1% | $1,924-64.6% | $4,869-86.0% |
| Participant deferral / active EE | $3,458 | $3,475-0.5% | $2,794+23.8% | $5,287-34.6% |
| Admin fee / account holder | $1,692 | $6,571-74.2% | $4,815-64.9% | $10,132-83.3% |