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 | $63,781 | $72,492-12.0% | $87,100-26.8% | $72,985-12.6% |
| Participation rate | 74.2% | 72.8%+1.4pp | 76.9%-2.6pp | 69.5%+4.8pp |
| Annual return | 24.76% | 24.46%+0.3pp | 28.19%-3.4pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,386 | $1,894-26.8% | $2,521-45.0% | $2,440-43.2% |
| Participant deferral / active EE | $2,680 | $3,270-18.0% | $4,049-33.8% | $3,607-25.7% |
| Admin fee / account holder | $1,130 | $5,055-77.6% | $7,497-84.9% | $5,124-77.9% |