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 | $40,940 | $69,977-41.5% | $108,579-62.3% | $62,891-34.9% |
| Participation rate | 74.4% | 72.9%+1.5pp | 79.6%-5.2pp | 69.3%+5.1pp |
| Annual return | 9.55% | 10.73%-1.2pp | -51.70%+61.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,832 | $2,135-14.2% | $3,758-51.2% | $2,281-19.7% |
| Participant deferral / active EE | $3,163 | $3,1650% | $4,311-26.6% | $3,203-1.2% |
| Admin fee / account holder | $4,848 | $5,076-4.5% | $7,645-36.6% | $4,296+12.9% |