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 | $52,681 | $70,475-25.2% | $100,516-47.6% | $79,858-34.0% |
| Participation rate | 70.5% | 73.7%-3.1pp | 79.4%-8.9pp | 69.6%+0.9pp |
| Annual return | 21.46% | 21.90%-0.4pp | 30.89%-9.4pp | 31.71%-10.3pp |
| Employer contribution / active EE | $1,646 | $2,165-24.0% | $3,418-51.8% | $2,471-33.4% |
| Participant deferral / active EE | $5,299 | $5,181+2.3% | $6,270-15.5% | $3,740+41.7% |
| Admin fee / account holder | $2,442 | $4,478-45.5% | $8,081-69.8% | $5,306-54.0% |