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 | $63,938 | $83,477-23.4% | $125,175-48.9% | $72,985-12.4% |
| Participation rate | 71.7% | 73.3%-1.6pp | 79.8%-8.1pp | 69.5%+2.2pp |
| Annual return | 22.84% | 25.78%-2.9pp | 43.79%-20.9pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,291 | $2,345-2.3% | $3,865-40.7% | $2,440-6.1% |
| Participant deferral / active EE | $5,188 | $3,585+44.7% | $4,937+5.1% | $3,607+43.8% |
| Admin fee / account holder | $976 | $5,517-82.3% | $9,702-89.9% | $5,124-81.0% |