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 | $51,371 | $69,977-26.6% | $108,579-52.7% | $62,891-18.3% |
| Participation rate | 77.8% | 72.9%+4.9pp | 79.6%-1.8pp | 69.3%+8.5pp |
| Annual return | 7.41% | 10.73%-3.3pp | -51.70%+59.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,082 | $2,135-49.3% | $3,758-71.2% | $2,281-52.6% |
| Participant deferral / active EE | $3,210 | $3,165+1.4% | $4,311-25.5% | $3,203+0.2% |
| Admin fee / account holder | $3,986 | $5,076-21.5% | $7,645-47.9% | $4,296-7.2% |