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 | $84,566 | $90,503-6.6% | $78,689+7.5% | $273,961-69.1% |
| Participation rate | 73.3% | 76.5%-3.2pp | 73.6%-0.2pp | 83.0%-9.7pp |
| Annual return | 8.03% | 75.60%-67.6pp | 62.18%-54.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $482 | $3,176-84.8% | $2,851-83.1% | $4,869-90.1% |
| Participant deferral / active EE | $2,203 | $3,901-43.5% | $3,517-37.3% | $5,287-58.3% |
| Admin fee / account holder | $1,096 | $5,263-79.2% | $4,510-75.7% | $10,132-89.2% |