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 | $81,600 | $95,803-14.8% | $113,168-27.9% | $84,808-3.8% |
| Participation rate | 73.1% | 72.9%+0.2pp | 76.6%-3.5pp | 68.3%+4.8pp |
| Annual return | 13.98% | 25.00%-11.0pp | 24.27%-10.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,620 | $2,360-31.3% | $2,975-45.5% | $2,631-38.4% |
| Participant deferral / active EE | $3,675 | $4,242-13.4% | $5,107-28.0% | $4,212-12.8% |
| Admin fee / account holder | $3,614 | $8,989-59.8% | $12,068-70.0% | $7,344-50.8% |