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 | $57,412 | $99,341-42.2% | $84,750-32.3% | $273,961-79.0% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 7.04% | 22.93%-15.9pp | 22.78%-15.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,374 | $4,214-67.4% | $3,574-61.6% | $4,869-71.8% |
| Participant deferral / active EE | $3,771 | $4,269-11.7% | $3,712+1.6% | $5,287-28.7% |
| Admin fee / account holder | $8,250 | $6,644+24.2% | $5,332+54.7% | $10,132-18.6% |