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 | $38,567 | $67,606-43.0% | $82,313-53.1% | $70,131-45.0% |
| Participation rate | 71.7% | 72.8%-1.0pp | 76.9%-5.2pp | 69.5%+2.2pp |
| Annual return | 19.53% | 21.57%-2.0pp | 25.88%-6.3pp | 73.14%-53.6pp |
| Employer contribution / active EE | $886 | $1,755-49.5% | $2,428-63.5% | $2,342-62.2% |
| Participant deferral / active EE | $4,661 | $2,987+56.1% | $3,706+25.8% | $3,332+39.9% |
| Admin fee / account holder | $8,285 | $4,512+83.6% | $5,608+47.7% | $4,645+78.4% |