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 | $40,432 | $95,803-57.8% | $113,168-64.3% | $84,808-52.3% |
| Participation rate | 75.0% | 72.9%+2.1pp | 76.6%-1.6pp | 68.3%+6.7pp |
| Annual return | 15.16% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,751 | $2,360-25.8% | $2,975-41.2% | $2,631-33.5% |
| Participant deferral / active EE | $3,647 | $4,242-14.0% | $5,107-28.6% | $4,212-13.4% |
| Admin fee / account holder | $4,810 | $8,989-46.5% | $12,068-60.1% | $7,344-34.5% |