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 | $52,016 | $90,503-42.5% | $78,689-33.9% | $273,961-81.0% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 5.97% | 75.60%-69.6pp | 62.18%-56.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $674 | $3,176-78.8% | $2,851-76.3% | $4,869-86.2% |
| Participant deferral / active EE | $1,404 | $3,901-64.0% | $3,517-60.1% | $5,287-73.4% |
| Admin fee / account holder | $12,501 | $5,263+137.5% | $4,510+177.2% | $10,132+23.4% |