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 | $16,166 | $90,503-82.1% | $78,689-79.5% | $273,961-94.1% |
| Participation rate | 86.7% | 76.5%+10.1pp | 73.6%+13.1pp | 83.0%+3.7pp |
| Annual return | 2.82% | 75.60%-72.8pp | 62.18%-59.4pp | 41.45%-38.6pp |
| Employer contribution / active EE | $865 | $3,176-72.8% | $2,851-69.7% | $4,869-82.2% |
| Participant deferral / active EE | $2,629 | $3,901-32.6% | $3,517-25.2% | $5,287-50.3% |
| Admin fee / account holder | $6,654 | $5,263+26.4% | $4,510+47.5% | $10,132-34.3% |