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 | $77,135 | $124,425-38.0% | $112,040-31.2% | $137,256-43.8% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 12.68% | 24.72%-12.0pp | 24.52%-11.8pp | 220.34%-207.7pp |
| Employer contribution / active EE | $3,148 | $3,411-7.7% | $2,954+6.6% | $4,156-24.2% |
| Participant deferral / active EE | $6,061 | $5,718+6.0% | $5,098+18.9% | $6,407-5.4% |
| Admin fee / account holder | $13,807 | $15,207-9.2% | $12,098+14.1% | $12,270+12.5% |