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 | $39,322 | $90,503-56.6% | $78,689-50.0% | $273,961-85.6% |
| Participation rate | 81.0% | 76.5%+4.4pp | 73.6%+7.4pp | 83.0%-2.1pp |
| Annual return | 3.97% | 75.60%-71.6pp | 62.18%-58.2pp | 41.45%-37.5pp |
| Employer contribution / active EE | $422 | $3,176-86.7% | $2,851-85.2% | $4,869-91.3% |
| Participant deferral / active EE | $1,730 | $3,901-55.7% | $3,517-50.8% | $5,287-67.3% |
| Admin fee / account holder | $6,499 | $5,263+23.5% | $4,510+44.1% | $10,132-35.9% |