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 | $65,329 | $109,881-40.5% | $150,045-56.5% | $84,808-23.0% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 16.06% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $927 | $3,561-74.0% | $4,693-80.3% | $2,631-64.8% |
| Participant deferral / active EE | $3,712 | $6,636-44.1% | $7,997-53.6% | $4,212-11.9% |
| Admin fee / account holder | $1,338 | $8,568-84.4% | $13,435-90.0% | $7,344-81.8% |