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 | $33,363 | $72,492-54.0% | $87,100-61.7% | $72,985-54.3% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 21.74% | 24.46%-2.7pp | 28.19%-6.4pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,298 | $1,894-31.4% | $2,521-48.5% | $2,440-46.8% |
| Participant deferral / active EE | $3,061 | $3,270-6.4% | $4,049-24.4% | $3,607-15.1% |
| Admin fee / account holder | $626 | $5,055-87.6% | $7,497-91.7% | $5,124-87.8% |