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 | $32,592 | $76,552-57.4% | $123,892-73.7% | $62,891-48.2% |
| Participation rate | 70.3% | 73.0%-2.7pp | 81.4%-11.1pp | 69.3%+1.0pp |
| Annual return | 8.22% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $3,183 | $2,883+10.4% | $4,617-31.1% | $2,281+39.5% |
| Participant deferral / active EE | $5,996 | $4,840+23.9% | $5,984+0.2% | $3,203+87.2% |
| Admin fee / account holder | $2,739 | $4,826-43.2% | $8,357-67.2% | $4,296-36.2% |