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 | $61,504 | $67,606-9.0% | $82,313-25.3% | $70,131-12.3% |
| Participation rate | 78.9% | 72.8%+6.1pp | 76.9%+2.0pp | 69.5%+9.3pp |
| Annual return | 14.88% | 21.57%-6.7pp | 25.88%-11.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $640 | $1,755-63.6% | $2,428-73.7% | $2,342-72.7% |
| Participant deferral / active EE | $2,881 | $2,987-3.5% | $3,706-22.3% | $3,332-13.5% |
| Admin fee / account holder | $2,246 | $4,512-50.2% | $5,608-60.0% | $4,645-51.7% |