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 | $49,489 | $83,477-40.7% | $125,175-60.5% | $72,985-32.2% |
| Participation rate | 80.3% | 73.3%+7.0pp | 79.8%+0.5pp | 69.5%+10.8pp |
| Annual return | 23.85% | 25.78%-1.9pp | 43.79%-19.9pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,688 | $2,345-28.0% | $3,865-56.3% | $2,440-30.8% |
| Participant deferral / active EE | $3,359 | $3,585-6.3% | $4,937-32.0% | $3,607-6.9% |
| Admin fee / account holder | $3,112 | $5,517-43.6% | $9,702-67.9% | $5,124-39.3% |