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 | $38,542 | $96,557-60.1% | $80,975-52.4% | $273,961-85.9% |
| Participation rate | 80.0% | 79.1%+0.9pp | 75.8%+4.2pp | 83.0%-3.0pp |
| Annual return | 5.98% | 15.14%-9.2pp | 17.10%-11.1pp | 41.45%-35.5pp |
| Employer contribution / active EE | $692 | $4,868-85.8% | $3,714-81.4% | $4,869-85.8% |
| Participant deferral / active EE | $3,938 | $6,598-40.3% | $5,696-30.9% | $5,287-25.5% |
| Admin fee / account holder | $770 | $7,492-89.7% | $5,516-86.0% | $10,132-92.4% |