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 | $37,760 | $60,349-37.4% | $74,183-49.1% | $62,891-40.0% |
| Participation rate | 75.6% | 72.7%+2.8pp | 76.6%-1.1pp | 69.3%+6.2pp |
| Annual return | 6.31% | 21.37%-15.1pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $495 | $1,680-70.6% | $2,370-79.1% | $2,281-78.3% |
| Participant deferral / active EE | $3,686 | $2,856+29.0% | $3,550+3.8% | $3,203+15.1% |
| Admin fee / account holder | $1,868 | $4,261-56.2% | $5,586-66.6% | $4,296-56.5% |