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 | $48,865 | $60,349-19.0% | $74,183-34.1% | $62,891-22.3% |
| Participation rate | 73.8% | 72.7%+1.0pp | 76.6%-2.8pp | 69.3%+4.5pp |
| Annual return | 11.39% | 21.37%-10.0pp | 17.74%-6.3pp | 20.14%-8.8pp |
| Employer contribution / active EE | $1,677 | $1,680-0.2% | $2,370-29.2% | $2,281-26.5% |
| Participant deferral / active EE | $2,974 | $2,856+4.1% | $3,550-16.2% | $3,203-7.1% |
| Admin fee / account holder | $3,938 | $4,261-7.6% | $5,586-29.5% | $4,296-8.3% |