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 | $46,834 | $76,552-38.8% | $123,892-62.2% | $62,891-25.5% |
| Participation rate | 75.9% | 73.0%+2.9pp | 81.4%-5.5pp | 69.3%+6.6pp |
| Annual return | 8.32% | 18.68%-10.4pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $727 | $2,883-74.8% | $4,617-84.2% | $2,281-68.1% |
| Participant deferral / active EE | $3,560 | $4,840-26.4% | $5,984-40.5% | $3,203+11.2% |
| Admin fee / account holder | $6,752 | $4,826+39.9% | $8,357-19.2% | $4,296+57.2% |