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 | $58,514 | $94,625-38.2% | $116,228-49.7% | $84,808-31.0% |
| Participation rate | 74.3% | 70.4%+3.8pp | 74.6%-0.3pp | 68.3%+6.0pp |
| Annual return | 14.77% | 20.40%-5.6pp | 90.06%-75.3pp | 40.90%-26.1pp |
| Employer contribution / active EE | $758 | $2,347-67.7% | $2,994-74.7% | $2,631-71.2% |
| Participant deferral / active EE | $4,327 | $3,972+8.9% | $4,953-12.6% | $4,212+2.7% |
| Admin fee / account holder | $1,481 | $10,091-85.3% | $11,989-87.6% | $7,344-79.8% |