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 | $64,970 | $88,707-26.8% | $74,183-12.4% | $273,961-76.3% |
| Participation rate | 78.6% | 79.4%-0.9pp | 76.6%+2.0pp | 83.0%-4.4pp |
| Annual return | 12.60% | 11.94%+0.7pp | 17.74%-5.1pp | 41.45%-28.9pp |
| Employer contribution / active EE | $1,802 | $3,159-43.0% | $2,370-24.0% | $4,869-63.0% |
| Participant deferral / active EE | $2,415 | $4,212-42.7% | $3,550-32.0% | $5,287-54.3% |
| Admin fee / account holder | $8,183 | $8,717-6.1% | $5,586+46.5% | $10,132-19.2% |