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 | $81,322 | $99,341-18.1% | $84,750-4.0% | $273,961-70.3% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 4.04% | 22.93%-18.9pp | 22.78%-18.7pp | 41.45%-37.4pp |
| Employer contribution / active EE | $2,308 | $4,214-45.2% | $3,574-35.4% | $4,869-52.6% |
| Participant deferral / active EE | $4,979 | $4,269+16.6% | $3,712+34.1% | $5,287-5.8% |
| Admin fee / account holder | $10,828 | $6,644+63.0% | $5,332+103.1% | $10,132+6.9% |