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 | $30,994 | $153,311-79.8% | $109,313-71.6% | $273,961-88.7% |
| Participation rate | 88.9% | 80.1%+8.8pp | 71.3%+17.6pp | 83.0%+5.9pp |
| Annual return | 8.75% | 29.86%-21.1pp | 22.07%-13.3pp | 41.45%-32.7pp |
| Employer contribution / active EE | $986 | $5,619-82.5% | $3,892-74.7% | $4,869-79.8% |
| Participant deferral / active EE | $1,409 | $3,932-64.2% | $3,166-55.5% | $5,287-73.3% |
| Admin fee / account holder | $3,215 | $8,076-60.2% | $5,666-43.3% | $10,132-68.3% |