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 | $56,326 | $62,586-10.0% | $76,768-26.6% | $64,186-12.2% |
| Participation rate | 78.8% | 72.8%+5.9pp | 77.0%+1.8pp | 69.6%+9.2pp |
| Annual return | 10.55% | -1.95%+12.5pp | 2.43%+8.1pp | 7.63%+2.9pp |
| Employer contribution / active EE | $578 | $1,832-68.4% | $2,485-76.7% | $2,381-75.7% |
| Participant deferral / active EE | $5,015 | $3,145+59.5% | $3,852+30.2% | $3,470+44.6% |
| Admin fee / account holder | $1,163 | $4,667-75.1% | $6,675-82.6% | $4,888-76.2% |