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 | $49,048 | $92,222-46.8% | $76,768-36.1% | $135,375-63.8% |
| Participation rate | 81.8% | 79.8%+2.1pp | 77.0%+4.9pp | 82.6%-0.8pp |
| Annual return | 5.50% | 5.46%0pp | 2.43%+3.1pp | 519.73%-514.2pp |
| Employer contribution / active EE | $1,419 | $3,216-55.9% | $2,485-42.9% | $4,779-70.3% |
| Participant deferral / active EE | $2,207 | $4,509-51.0% | $3,852-42.7% | $5,609-60.6% |
| Admin fee / account holder | $5,774 | $10,748-46.3% | $6,675-13.5% | $10,827-46.7% |