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 | $58,921 | $83,477-29.4% | $125,175-52.9% | $72,985-19.3% |
| Participation rate | 74.6% | 73.3%+1.3pp | 79.8%-5.2pp | 69.5%+5.1pp |
| Annual return | 19.86% | 25.78%-5.9pp | 43.79%-23.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,545 | $2,345-34.1% | $3,865-60.0% | $2,440-36.7% |
| Participant deferral / active EE | $3,012 | $3,585-16.0% | $4,937-39.0% | $3,607-16.5% |
| Admin fee / account holder | $2,224 | $5,517-59.7% | $9,702-77.1% | $5,124-56.6% |