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 | $51,518 | $76,552-32.7% | $123,892-58.4% | $62,891-18.1% |
| Participation rate | 74.1% | 73.0%+1.1pp | 81.4%-7.3pp | 69.3%+4.8pp |
| Annual return | 9.34% | 18.68%-9.3pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $976 | $2,883-66.1% | $4,617-78.9% | $2,281-57.2% |
| Participant deferral / active EE | $2,649 | $4,840-45.3% | $5,984-55.7% | $3,203-17.3% |
| Admin fee / account holder | $2,006 | $4,826-58.4% | $8,357-76.0% | $4,296-53.3% |