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 | $53,280 | $60,349-11.7% | $74,183-28.2% | $62,891-15.3% |
| Participation rate | 76.7% | 72.7%+4.0pp | 76.6%+0.1pp | 69.3%+7.4pp |
| Annual return | 22.65% | 21.37%+1.3pp | 17.74%+4.9pp | 20.14%+2.5pp |
| Employer contribution / active EE | $847 | $1,680-49.6% | $2,370-64.3% | $2,281-62.9% |
| Participant deferral / active EE | $4,116 | $2,856+44.1% | $3,550+16.0% | $3,203+28.5% |
| Admin fee / account holder | $3,157 | $4,261-25.9% | $5,586-43.5% | $4,296-26.5% |