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 | $62,988 | $95,453-34.0% | $112,040-43.8% | $82,448-23.6% |
| Participation rate | 85.7% | 72.8%+13.0pp | 76.5%+9.2pp | 68.1%+17.6pp |
| Annual return | 15.33% | 23.92%-8.6pp | 24.52%-9.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,972 | $2,318-14.9% | $2,954-33.2% | $2,551-22.7% |
| Participant deferral / active EE | $3,309 | $4,224-21.6% | $5,098-35.1% | $4,139-20.1% |
| Admin fee / account holder | $6,538 | $9,013-27.5% | $12,098-46.0% | $7,234-9.6% |