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 | $67,423 | $72,492-7.0% | $87,100-22.6% | $72,985-7.6% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.9%-6.9pp | 69.5%+0.5pp |
| Annual return | 18.30% | 24.46%-6.2pp | 28.19%-9.9pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,389 | $1,894-26.7% | $2,521-44.9% | $2,440-43.1% |
| Participant deferral / active EE | $2,482 | $3,270-24.1% | $4,049-38.7% | $3,607-31.2% |
| Admin fee / account holder | $644 | $5,055-87.3% | $7,497-91.4% | $5,124-87.4% |