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 | $32,012 | $87,540-63.4% | $75,781-57.8% | $125,391-74.5% |
| Participation rate | 72.2% | 80.2%-7.9pp | 75.8%-3.6pp | 83.2%-11.0pp |
| Annual return | 0.41% | 13.48%-13.1pp | 9.68%-9.3pp | 282.22%-281.8pp |
| Employer contribution / active EE | $904 | $3,930-77.0% | $3,323-72.8% | $4,866-81.4% |
| Participant deferral / active EE | $3,415 | $4,229-19.3% | $3,651-6.5% | $5,352-36.2% |
| Admin fee / account holder | $6,144 | $6,502-5.5% | $5,299+16.0% | $9,540-35.6% |