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 | $61,642 | $77,634-20.6% | $156,549-60.6% | $62,891-2.0% |
| Participation rate | 70.0% | 71.2%-1.2pp | 84.0%-14.0pp | 69.3%+0.7pp |
| Annual return | 7.52% | 50.32%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $870 | $3,444-74.7% | $5,501-84.2% | $2,281-61.8% |
| Participant deferral / active EE | $3,094 | $3,045+1.6% | $4,871-36.5% | $3,203-3.4% |
| Admin fee / account holder | $3,011 | $5,561-45.9% | $13,027-76.9% | $4,296-29.9% |