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 | $73,803 | $90,503-18.5% | $78,689-6.2% | $273,961-73.1% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 12.37% | 75.60%-63.2pp | 62.18%-49.8pp | 41.45%-29.1pp |
| Employer contribution / active EE | $966 | $3,176-69.6% | $2,851-66.1% | $4,869-80.2% |
| Participant deferral / active EE | $3,123 | $3,901-20.0% | $3,517-11.2% | $5,287-40.9% |
| Admin fee / account holder | $3,445 | $5,263-34.5% | $4,510-23.6% | $10,132-66.0% |