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 6-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 | $62,723 | $109,881-42.9% | $150,045-58.2% | $84,808-26.0% |
| Participation rate | 72.2% | 76.1%-3.9pp | 82.3%-10.1pp | 68.3%+3.9pp |
| Annual return | 16.52% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,251 | $3,561-64.9% | $4,693-73.3% | $2,631-52.4% |
| Participant deferral / active EE | $3,746 | $6,636-43.6% | $7,997-53.2% | $4,212-11.1% |
| Admin fee / account holder | $3,360 | $8,568-60.8% | $13,435-75.0% | $7,344-54.2% |