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 | $73,334 | $60,892+20.4% | $82,389-11.0% | $84,808-13.5% |
| Participation rate | 92.3% | 63.3%+29.0pp | 69.5%+22.8pp | 68.3%+24.0pp |
| Annual return | 16.68% | 37.29%-20.6pp | 28.67%-12.0pp | 40.90%-24.2pp |
| Employer contribution / active EE | $918 | $1,779-48.4% | $2,517-63.5% | $2,631-65.1% |
| Participant deferral / active EE | $2,545 | $3,179-19.9% | $4,155-38.8% | $4,212-39.6% |
| Admin fee / account holder | $732 | $5,467-86.6% | $7,231-89.9% | $7,344-90.0% |