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 | $36,238 | $60,349-40.0% | $74,183-51.2% | $62,891-42.4% |
| Participation rate | 78.6% | 72.7%+5.8pp | 76.6%+2.0pp | 69.3%+9.3pp |
| Annual return | 6.07% | 21.37%-15.3pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,416 | $1,680-15.7% | $2,370-40.3% | $2,281-37.9% |
| Participant deferral / active EE | $1,834 | $2,856-35.8% | $3,550-48.3% | $3,203-42.7% |
| Admin fee / account holder | $2,821 | $4,261-33.8% | $5,586-49.5% | $4,296-34.3% |