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 | $33,303 | $69,977-52.4% | $108,579-69.3% | $62,891-47.0% |
| Participation rate | 71.4% | 72.9%-1.5pp | 79.6%-8.1pp | 69.3%+2.1pp |
| Annual return | 10.80% | 10.73%+0.1pp | -51.70%+62.5pp | 20.14%-9.3pp |
| Employer contribution / active EE | $1,430 | $2,135-33.0% | $3,758-62.0% | $2,281-37.3% |
| Participant deferral / active EE | $3,817 | $3,165+20.6% | $4,311-11.4% | $3,203+19.2% |
| Admin fee / account holder | $1,790 | $5,076-64.7% | $7,645-76.6% | $4,296-58.3% |