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 | $62,865 | $67,606-7.0% | $82,313-23.6% | $70,131-10.4% |
| Participation rate | 72.0% | 72.8%-0.8pp | 76.9%-4.9pp | 69.5%+2.5pp |
| Annual return | 16.73% | 21.57%-4.8pp | 25.88%-9.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $558 | $1,755-68.2% | $2,428-77.0% | $2,342-76.2% |
| Participant deferral / active EE | $2,235 | $2,987-25.2% | $3,706-39.7% | $3,332-32.9% |
| Admin fee / account holder | $2,322 | $4,512-48.5% | $5,608-58.6% | $4,645-50.0% |