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 | $55,737 | $82,032-32.1% | $123,104-54.7% | $59,632-6.5% |
| Participation rate | 81.5% | 83.2%-1.7pp | 86.8%-5.3pp | 68.7%+12.9pp |
| Annual return | 7.45% | 5.12%+2.3pp | 13.22%-5.8pp | 2041.28%-2033.8pp |
| Employer contribution / active EE | $2,596 | $3,297-21.2% | $5,151-49.6% | $2,203+17.9% |
| Participant deferral / active EE | $4,041 | $4,667-13.4% | $6,230-35.1% | $3,192+26.6% |
| Admin fee / account holder | $3,879 | $5,881-34.0% | $9,015-57.0% | $4,297-9.7% |