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 | $49,001 | $67,606-27.5% | $82,313-40.5% | $70,131-30.1% |
| Participation rate | 76.7% | 72.8%+3.9pp | 76.9%-0.2pp | 69.5%+7.1pp |
| Annual return | 17.26% | 21.57%-4.3pp | 25.88%-8.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $653 | $1,755-62.8% | $2,428-73.1% | $2,342-72.1% |
| Participant deferral / active EE | $3,405 | $2,987+14.0% | $3,706-8.1% | $3,332+2.2% |
| Admin fee / account holder | $929 | $4,512-79.4% | $5,608-83.4% | $4,645-80.0% |