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 | $74,455 | $105,630-29.5% | $87,507-14.9% | $273,961-72.8% |
| Participation rate | 80.0% | 78.2%+1.8pp | 73.8%+6.2pp | 83.0%-3.0pp |
| Annual return | 9.19% | 12.25%-3.1pp | 12.21%-3.0pp | 41.45%-32.3pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,644 | $3,601-54.3% | $3,149-47.8% | $5,287-68.9% |
| Admin fee / account holder | $528 | $4,781-89.0% | $4,221-87.5% | $10,132-94.8% |