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 | $58,091 | $52,681+10.3% | $75,781-23.3% | $59,632-2.6% |
| Participation rate | 84.9% | 67.2%+17.7pp | 75.8%+9.1pp | 68.7%+16.3pp |
| Annual return | 2.69% | 2.95%-0.3pp | 9.68%-7.0pp | 2041.28%-2038.6pp |
| Employer contribution / active EE | $1,809 | $2,193-17.5% | $3,323-45.6% | $2,203-17.9% |
| Participant deferral / active EE | $2,374 | $2,591-8.4% | $3,651-35.0% | $3,192-25.6% |
| Admin fee / account holder | $3,562 | $3,610-1.3% | $5,299-32.8% | $4,297-17.1% |