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 | $55,832 | $72,492-23.0% | $87,100-35.9% | $72,985-23.5% |
| Participation rate | 75.8% | 72.8%+2.9pp | 76.9%-1.1pp | 69.5%+6.3pp |
| Annual return | 18.45% | 24.46%-6.0pp | 28.19%-9.7pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,657 | $1,894-12.5% | $2,521-34.3% | $2,440-32.1% |
| Participant deferral / active EE | $3,605 | $3,270+10.3% | $4,049-11.0% | $3,607-0.1% |
| Admin fee / account holder | $4,554 | $5,055-9.9% | $7,497-39.3% | $5,124-11.1% |