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 | $93,617 | $105,630-11.4% | $87,507+7.0% | $273,961-65.8% |
| Participation rate | 72.7% | 78.2%-5.5pp | 73.8%-1.1pp | 83.0%-10.3pp |
| Annual return | 3.52% | 12.25%-8.7pp | 12.21%-8.7pp | 41.45%-37.9pp |
| Employer contribution / active EE | $1,294 | $3,141-58.8% | $2,550-49.2% | $4,869-73.4% |
| Participant deferral / active EE | $5,084 | $3,601+41.2% | $3,149+61.5% | $5,287-3.8% |
| Admin fee / account holder | $4,473 | $4,781-6.4% | $4,221+6.0% | $10,132-55.9% |