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 | $28,228 | $60,349-53.2% | $74,183-61.9% | $62,891-55.1% |
| Participation rate | 78.1% | 72.7%+5.4pp | 76.6%+1.5pp | 69.3%+8.8pp |
| Annual return | 6.79% | 21.37%-14.6pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,162 | $1,680-30.8% | $2,370-51.0% | $2,281-49.0% |
| Participant deferral / active EE | $2,984 | $2,856+4.5% | $3,550-15.9% | $3,203-6.8% |
| Admin fee / account holder | $1,142 | $4,261-73.2% | $5,586-79.6% | $4,296-73.4% |