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 | $58,693 | $94,625-38.0% | $116,228-49.5% | $84,808-30.8% |
| Participation rate | 70.0% | 70.4%-0.4pp | 74.6%-4.6pp | 68.3%+1.7pp |
| Annual return | 18.88% | 20.40%-1.5pp | 90.06%-71.2pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,879 | $2,347-19.9% | $2,994-37.2% | $2,631-28.6% |
| Participant deferral / active EE | $2,813 | $3,972-29.2% | $4,953-43.2% | $4,212-33.2% |
| Admin fee / account holder | $9,834 | $10,091-2.5% | $11,989-18.0% | $7,344+33.9% |