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 | $45,308 | $58,828-23.0% | $77,999-41.9% | $62,891-28.0% |
| Participation rate | 75.7% | 71.1%+4.6pp | 75.5%+0.2pp | 69.3%+6.4pp |
| Annual return | 6.15% | 17.16%-11.0pp | 425.96%-419.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $680 | $1,672-59.3% | $2,470-72.5% | $2,281-70.2% |
| Participant deferral / active EE | $1,481 | $2,686-44.8% | $3,497-57.6% | $3,203-53.8% |
| Admin fee / account holder | $1,760 | $4,393-59.9% | $5,480-67.9% | $4,296-59.0% |