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 | $75,364 | $89,753-16.0% | $107,525-29.9% | $84,808-11.1% |
| Participation rate | 75.0% | 68.1%+6.9pp | 75.1%-0.1pp | 68.3%+6.7pp |
| Annual return | 22.10% | 29.48%-7.4pp | 181.32%-159.2pp | 40.90%-18.8pp |
| Employer contribution / active EE | $1,354 | $3,113-56.5% | $3,754-63.9% | $2,631-48.5% |
| Participant deferral / active EE | $3,786 | $4,056-6.7% | $5,116-26.0% | $4,212-10.1% |
| Admin fee / account holder | $1,106 | $7,222-84.7% | $8,919-87.6% | $7,344-84.9% |