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 | $75,572 | $99,341-23.9% | $84,750-10.8% | $273,961-72.4% |
| Participation rate | 72.7% | 80.7%-8.0pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 7.00% | 22.93%-15.9pp | 22.78%-15.8pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,912 | $4,214-30.9% | $3,574-18.5% | $4,869-40.2% |
| Participant deferral / active EE | $4,428 | $4,269+3.7% | $3,712+19.3% | $5,287-16.2% |
| Admin fee / account holder | $1,095 | $6,644-83.5% | $5,332-79.5% | $10,132-89.2% |