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 | $30,994 | $76,552-59.5% | $123,892-75.0% | $62,891-50.7% |
| Participation rate | 80.4% | 73.0%+7.5pp | 81.4%-1.0pp | 69.3%+11.1pp |
| Annual return | 7.85% | 18.68%-10.8pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $772 | $2,883-73.2% | $4,617-83.3% | $2,281-66.2% |
| Participant deferral / active EE | $3,615 | $4,840-25.3% | $5,984-39.6% | $3,203+12.9% |
| Admin fee / account holder | $5,057 | $4,826+4.8% | $8,357-39.5% | $4,296+17.7% |