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 | $81,086 | $58,828+37.8% | $77,999+4.0% | $62,891+28.9% |
| Participation rate | 71.4% | 71.1%+0.4pp | 75.5%-4.1pp | 69.3%+2.1pp |
| Annual return | 10.85% | 17.16%-6.3pp | 425.96%-415.1pp | 20.14%-9.3pp |
| Employer contribution / active EE | $661 | $1,672-60.5% | $2,470-73.2% | $2,281-71.0% |
| Participant deferral / active EE | $2,347 | $2,686-12.6% | $3,497-32.9% | $3,203-26.7% |
| Admin fee / account holder | $992 | $4,393-77.4% | $5,480-81.9% | $4,296-76.9% |