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 | $32,212 | $99,341-67.6% | $84,750-62.0% | $273,961-88.2% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 11.51% | 22.93%-11.4pp | 22.78%-11.3pp | 41.45%-29.9pp |
| Employer contribution / active EE | $982 | $4,214-76.7% | $3,574-72.5% | $4,869-79.8% |
| Participant deferral / active EE | $2,588 | $4,269-39.4% | $3,712-30.3% | $5,287-51.0% |
| Admin fee / account holder | $669 | $6,644-89.9% | $5,332-87.5% | $10,132-93.4% |