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 | $52,532 | $69,977-24.9% | $108,579-51.6% | $62,891-16.5% |
| Participation rate | 82.9% | 72.9%+10.0pp | 79.6%+3.4pp | 69.3%+13.6pp |
| Annual return | 6.53% | 10.73%-4.2pp | -51.70%+58.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,673 | $2,135-21.7% | $3,758-55.5% | $2,281-26.7% |
| Participant deferral / active EE | $3,120 | $3,165-1.4% | $4,311-27.6% | $3,203-2.6% |
| Admin fee / account holder | $1,254 | $5,076-75.3% | $7,645-83.6% | $4,296-70.8% |