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 | $67,420 | $99,341-32.1% | $84,750-20.4% | $273,961-75.4% |
| Participation rate | 82.4% | 80.7%+1.7pp | 76.6%+5.8pp | 83.0%-0.7pp |
| Annual return | 7.80% | 22.93%-15.1pp | 22.78%-15.0pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,305 | $4,214-69.0% | $3,574-63.5% | $4,869-73.2% |
| Participant deferral / active EE | $2,680 | $4,269-37.2% | $3,712-27.8% | $5,287-49.3% |
| Admin fee / account holder | $746 | $6,644-88.8% | $5,332-86.0% | $10,132-92.6% |