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 | $73,366 | $78,422-6.4% | $95,952-23.5% | $79,858-8.1% |
| Participation rate | 76.7% | 73.5%+3.2pp | 77.1%-0.4pp | 69.6%+7.1pp |
| Annual return | 10.52% | 19.37%-8.9pp | 91.61%-81.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $862 | $1,945-55.7% | $2,541-66.1% | $2,471-65.1% |
| Participant deferral / active EE | $3,499 | $3,440+1.7% | $4,167-16.0% | $3,740-6.4% |
| Admin fee / account holder | $6,136 | $5,622+9.1% | $6,795-9.7% | $5,306+15.6% |