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 | $45,724 | $95,803-52.3% | $113,168-59.6% | $84,808-46.1% |
| Participation rate | 73.0% | 72.9%+0.1pp | 76.6%-3.6pp | 68.3%+4.7pp |
| Annual return | 17.53% | 25.00%-7.5pp | 24.27%-6.7pp | 40.90%-23.4pp |
| Employer contribution / active EE | $754 | $2,360-68.0% | $2,975-74.7% | $2,631-71.3% |
| Participant deferral / active EE | $2,882 | $4,242-32.1% | $5,107-43.6% | $4,212-31.6% |
| Admin fee / account holder | $3,304 | $8,989-63.2% | $12,068-72.6% | $7,344-55.0% |