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 | $59,430 | $83,477-28.8% | $125,175-52.5% | $72,985-18.6% |
| Participation rate | 75.8% | 73.3%+2.5pp | 79.8%-4.0pp | 69.5%+6.3pp |
| Annual return | 18.12% | 25.78%-7.7pp | 43.79%-25.7pp | 81.00%-62.9pp |
| Employer contribution / active EE | $951 | $2,345-59.4% | $3,865-75.4% | $2,440-61.0% |
| Participant deferral / active EE | $4,473 | $3,585+24.8% | $4,937-9.4% | $3,607+24.0% |
| Admin fee / account holder | $9,294 | $5,517+68.5% | $9,702-4.2% | $5,124+81.4% |