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 | $74,504 | $99,032-24.8% | $80,019-6.9% | $135,375-45.0% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | 15.49% | 15.39%+0.1pp | 11.22%+4.3pp | 519.73%-504.2pp |
| Employer contribution / active EE | $2,401 | $3,043-21.1% | $2,468-2.7% | $4,779-49.8% |
| Participant deferral / active EE | $3,833 | $4,282-10.5% | $3,686+4.0% | $5,609-31.7% |
| Admin fee / account holder | $11,586 | $10,436+11.0% | $6,521+77.7% | $10,827+7.0% |