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 | $75,383 | $84,936-11.2% | $111,297-32.3% | $79,386-5.0% |
| Participation rate | 71.8% | 75.9%-4.0pp | 77.3%-5.5pp | 70.7%+1.1pp |
| Annual return | 17.61% | 17.45%+0.2pp | 54.65%-37.0pp | 116.85%-99.2pp |
| Employer contribution / active EE | $1,707 | $1,979-13.7% | $2,731-37.5% | $2,427-29.7% |
| Participant deferral / active EE | $3,252 | $3,888-16.4% | $4,487-27.5% | $4,046-19.6% |
| Admin fee / account holder | $1,011 | $537+88.2% | $7,964-87.3% | $626+61.4% |