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 | $51,286 | $58,828-12.8% | $77,999-34.2% | $62,891-18.5% |
| Participation rate | 71.2% | 71.1%+0.2pp | 75.5%-4.3pp | 69.3%+1.9pp |
| Annual return | 9.65% | 17.16%-7.5pp | 425.96%-416.3pp | 20.14%-10.5pp |
| Employer contribution / active EE | $1,421 | $1,672-15.0% | $2,470-42.5% | $2,281-37.7% |
| Participant deferral / active EE | $3,253 | $2,686+21.1% | $3,497-7.0% | $3,203+1.6% |
| Admin fee / account holder | $1,283 | $4,393-70.8% | $5,480-76.6% | $4,296-70.1% |