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 | $47,440 | $83,477-43.2% | $125,175-62.1% | $72,985-35.0% |
| Participation rate | 72.4% | 73.3%-0.9pp | 79.8%-7.4pp | 69.5%+2.9pp |
| Annual return | 21.84% | 25.78%-3.9pp | 43.79%-22.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $764 | $2,345-67.4% | $3,865-80.2% | $2,440-68.7% |
| Participant deferral / active EE | $2,020 | $3,585-43.6% | $4,937-59.1% | $3,607-44.0% |
| Admin fee / account holder | $1,892 | $5,517-65.7% | $9,702-80.5% | $5,124-63.1% |