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 | $61,372 | $99,341-38.2% | $84,750-27.6% | $273,961-77.6% |
| Participation rate | 79.2% | 80.7%-1.5pp | 76.6%+2.6pp | 83.0%-3.8pp |
| Annual return | 8.76% | 22.93%-14.2pp | 22.78%-14.0pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,369 | $4,214-67.5% | $3,574-61.7% | $4,869-71.9% |
| Participant deferral / active EE | $4,963 | $4,269+16.2% | $3,712+33.7% | $5,287-6.1% |
| Admin fee / account holder | $2,393 | $6,644-64.0% | $5,332-55.1% | $10,132-76.4% |