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 | $61,968 | $90,503-31.5% | $78,689-21.2% | $273,961-77.4% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 8.49% | 75.60%-67.1pp | 62.18%-53.7pp | 41.45%-33.0pp |
| Employer contribution / active EE | $313 | $3,176-90.1% | $2,851-89.0% | $4,869-93.6% |
| Participant deferral / active EE | $2,165 | $3,901-44.5% | $3,517-38.4% | $5,287-59.1% |
| Admin fee / account holder | $6,422 | $5,263+22.0% | $4,510+42.4% | $10,132-36.6% |