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 | $53,606 | $83,477-35.8% | $125,175-57.2% | $72,985-26.6% |
| Participation rate | 70.0% | 73.3%-3.3pp | 79.8%-9.8pp | 69.5%+0.5pp |
| Annual return | 20.82% | 25.78%-5.0pp | 43.79%-23.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $777 | $2,345-66.9% | $3,865-79.9% | $2,440-68.2% |
| Participant deferral / active EE | $3,337 | $3,585-6.9% | $4,937-32.4% | $3,607-7.5% |
| Admin fee / account holder | $6,940 | $5,517+25.8% | $9,702-28.5% | $5,124+35.4% |