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 | $63,790 | $99,341-35.8% | $84,750-24.7% | $273,961-76.7% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 6.83% | 22.93%-16.1pp | 22.78%-16.0pp | 41.45%-34.6pp |
| Employer contribution / active EE | $937 | $4,214-77.8% | $3,574-73.8% | $4,869-80.8% |
| Participant deferral / active EE | $1,723 | $4,269-59.6% | $3,712-53.6% | $5,287-67.4% |
| Admin fee / account holder | $770 | $6,644-88.4% | $5,332-85.6% | $10,132-92.4% |