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 | $63,578 | $81,460-22.0% | $103,333-38.5% | $80,856-21.4% |
| Participation rate | 73.3% | 66.8%+6.5pp | 74.5%-1.2pp | 67.6%+5.7pp |
| Annual return | 13.32% | 25.55%-12.2pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,089 | $3,105-64.9% | $3,868-71.8% | $2,755-60.5% |
| Participant deferral / active EE | $3,846 | $3,869-0.6% | $5,057-24.0% | $4,296-10.5% |
| Admin fee / account holder | $9,443 | $6,566+43.8% | $8,355+13.0% | $6,918+36.5% |