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 | $79,206 | $153,772-48.5% | $133,980-40.9% | $273,961-71.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 6.60% | 36.51%-29.9pp | 29.30%-22.7pp | 41.45%-34.8pp |
| Employer contribution / active EE | $2,870 | $6,029-52.4% | $5,211-44.9% | $4,869-41.1% |
| Participant deferral / active EE | $5,445 | $6,958-21.7% | $6,282-13.3% | $5,287+3.0% |
| Admin fee / account holder | $2,332 | $11,765-80.2% | $9,324-75.0% | $10,132-77.0% |