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 | $65,179 | $94,625-31.1% | $116,228-43.9% | $84,808-23.1% |
| Participation rate | 72.5% | 70.4%+2.0pp | 74.6%-2.1pp | 68.3%+4.2pp |
| Annual return | 14.76% | 20.40%-5.6pp | 90.06%-75.3pp | 40.90%-26.1pp |
| Employer contribution / active EE | $893 | $2,347-62.0% | $2,994-70.2% | $2,631-66.1% |
| Participant deferral / active EE | $3,370 | $3,972-15.2% | $4,953-32.0% | $4,212-20.0% |
| Admin fee / account holder | $12,130 | $10,091+20.2% | $11,989+1.2% | $7,344+65.2% |