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 | $62,164 | $99,341-37.4% | $84,750-26.7% | $273,961-77.3% |
| Participation rate | 70.0% | 80.7%-10.7pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 12.67% | 22.93%-10.3pp | 22.78%-10.1pp | 41.45%-28.8pp |
| Employer contribution / active EE | $1,463 | $4,214-65.3% | $3,574-59.1% | $4,869-69.9% |
| Participant deferral / active EE | $3,236 | $4,269-24.2% | $3,712-12.8% | $5,287-38.8% |
| Admin fee / account holder | $2,333 | $6,644-64.9% | $5,332-56.2% | $10,132-77.0% |