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 | $14,481 | $90,503-84.0% | $78,689-81.6% | $273,961-94.7% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 7.52% | 75.60%-68.1pp | 62.18%-54.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $648 | $3,176-79.6% | $2,851-77.3% | $4,869-86.7% |
| Participant deferral / active EE | $1,044 | $3,901-73.2% | $3,517-70.3% | $5,287-80.2% |
| Admin fee / account holder | $1,612 | $5,263-69.4% | $4,510-64.3% | $10,132-84.1% |