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 | $65,034 | $77,419-16.0% | $69,455-6.4% | $152,861-57.5% |
| Participation rate | 72.2% | 78.1%-5.9pp | 74.6%-2.4pp | 82.4%-10.2pp |
| Annual return | 23.08% | 39.06%-16.0pp | 28.97%-5.9pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,885 | $3,315-13.0% | $2,779+3.8% | $4,762-39.4% |
| Participant deferral / active EE | $3,898 | $4,414-11.7% | $3,535+10.3% | $5,850-33.4% |
| Admin fee / account holder | $3,874 | $6,207-37.6% | $3,839+0.9% | $11,596-66.6% |