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 | $63,987 | $77,896-17.9% | $134,172-52.3% | $82,448-22.4% |
| Participation rate | 71.1% | 62.8%+8.3pp | 72.5%-1.4pp | 68.1%+3.0pp |
| Annual return | 14.44% | 18.21%-3.8pp | 25.30%-10.9pp | 41.64%-27.2pp |
| Employer contribution / active EE | $892 | $2,159-58.7% | $3,420-73.9% | $2,551-65.0% |
| Participant deferral / active EE | $2,684 | $3,162-15.1% | $4,690-42.8% | $4,139-35.2% |
| Admin fee / account holder | $4,853 | $6,336-23.4% | $12,016-59.6% | $7,234-32.9% |