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 | $52,069 | $78,422-33.6% | $95,952-45.7% | $79,858-34.8% |
| Participation rate | 81.6% | 73.5%+8.1pp | 77.1%+4.5pp | 69.6%+11.9pp |
| Annual return | 17.20% | 19.37%-2.2pp | 91.61%-74.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $710 | $1,945-63.5% | $2,541-72.1% | $2,471-71.3% |
| Participant deferral / active EE | $2,696 | $3,440-21.6% | $4,167-35.3% | $3,740-27.9% |
| Admin fee / account holder | $3,985 | $5,622-29.1% | $6,795-41.4% | $5,306-24.9% |