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 | $72,877 | $109,881-33.7% | $150,045-51.4% | $84,808-14.1% |
| Participation rate | 71.4% | 76.1%-4.7pp | 82.3%-10.9pp | 68.3%+3.1pp |
| Annual return | 18.24% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,727 | $3,561-51.5% | $4,693-63.2% | $2,631-34.4% |
| Participant deferral / active EE | $3,394 | $6,636-48.9% | $7,997-57.6% | $4,212-19.4% |
| Admin fee / account holder | $10,905 | $8,568+27.3% | $13,435-18.8% | $7,344+48.5% |