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 | $45,484 | $90,503-49.7% | $78,689-42.2% | $273,961-83.4% |
| Participation rate | 72.7% | 76.5%-3.8pp | 73.6%-0.8pp | 83.0%-10.3pp |
| Annual return | 13.58% | 75.60%-62.0pp | 62.18%-48.6pp | 41.45%-27.9pp |
| Employer contribution / active EE | $534 | $3,176-83.2% | $2,851-81.3% | $4,869-89.0% |
| Participant deferral / active EE | $3,212 | $3,901-17.7% | $3,517-8.7% | $5,287-39.2% |
| Admin fee / account holder | $411 | $5,263-92.2% | $4,510-90.9% | $10,132-95.9% |