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 | $34,752 | $99,341-65.0% | $84,750-59.0% | $273,961-87.3% |
| Participation rate | 84.2% | 80.7%+3.5pp | 76.6%+7.6pp | 83.0%+1.2pp |
| Annual return | 5.96% | 22.93%-17.0pp | 22.78%-16.8pp | 41.45%-35.5pp |
| Employer contribution / active EE | $813 | $4,214-80.7% | $3,574-77.3% | $4,869-83.3% |
| Participant deferral / active EE | $1,820 | $4,269-57.4% | $3,712-51.0% | $5,287-65.6% |
| Admin fee / account holder | $843 | $6,644-87.3% | $5,332-84.2% | $10,132-91.7% |