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 | $71,083 | $83,477-14.8% | $125,175-43.2% | $72,985-2.6% |
| Participation rate | 81.5% | 73.3%+8.2pp | 79.8%+1.7pp | 69.5%+12.0pp |
| Annual return | 20.69% | 25.78%-5.1pp | 43.79%-23.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,449 | $2,345-38.2% | $3,865-62.5% | $2,440-40.6% |
| Participant deferral / active EE | $3,136 | $3,585-12.5% | $4,937-36.5% | $3,607-13.1% |
| Admin fee / account holder | $5,027 | $5,517-8.9% | $9,702-48.2% | $5,124-1.9% |