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 | $45,015 | $69,977-35.7% | $108,579-58.5% | $62,891-28.4% |
| Participation rate | 95.3% | 72.9%+22.5pp | 79.6%+15.8pp | 69.3%+26.0pp |
| Annual return | 6.04% | 10.73%-4.7pp | -51.70%+57.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,860 | $2,135-12.9% | $3,758-50.5% | $2,281-18.4% |
| Participant deferral / active EE | $1,441 | $3,165-54.5% | $4,311-66.6% | $3,203-55.0% |
| Admin fee / account holder | $1,222 | $5,076-75.9% | $7,645-84.0% | $4,296-71.6% |