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 | $73,433 | $109,881-33.2% | $150,045-51.1% | $84,808-13.4% |
| Participation rate | 86.6% | 76.1%+10.5pp | 82.3%+4.2pp | 68.3%+18.3pp |
| Annual return | 19.34% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,498 | $3,561-29.9% | $4,693-46.8% | $2,631-5.1% |
| Participant deferral / active EE | $4,433 | $6,636-33.2% | $7,997-44.6% | $4,212+5.3% |
| Admin fee / account holder | $3,594 | $8,568-58.1% | $13,435-73.2% | $7,344-51.1% |