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 | $54,747 | $55,706-1.7% | $75,886-27.9% | $72,985-25.0% |
| Participation rate | 74.6% | 61.1%+13.5pp | 69.3%+5.4pp | 69.5%+5.2pp |
| Annual return | 20.74% | 27.59%-6.9pp | 30.76%-10.0pp | 81.00%-60.3pp |
| Employer contribution / active EE | $886 | $1,687-47.4% | $2,500-64.6% | $2,440-63.7% |
| Participant deferral / active EE | $2,243 | $2,634-14.8% | $3,603-37.7% | $3,607-37.8% |
| Admin fee / account holder | $3,408 | $3,978-14.3% | $5,418-37.1% | $5,124-33.5% |