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 | $65,193 | $83,477-21.9% | $125,175-47.9% | $72,985-10.7% |
| Participation rate | 79.5% | 73.3%+6.2pp | 79.8%-0.3pp | 69.5%+10.0pp |
| Annual return | 24.73% | 25.78%-1.0pp | 43.79%-19.1pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,414 | $2,345-39.7% | $3,865-63.4% | $2,440-42.0% |
| Participant deferral / active EE | $3,589 | $3,585+0.1% | $4,937-27.3% | $3,607-0.5% |
| Admin fee / account holder | $1,848 | $5,517-66.5% | $9,702-81.0% | $5,124-63.9% |