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 | $46,523 | $93,071-50.0% | $74,583-37.6% | $273,961-83.0% |
| Participation rate | 71.4% | 74.9%-3.5pp | 68.1%+3.3pp | 83.0%-11.6pp |
| Annual return | 5.93% | 26.18%-20.3pp | 20.47%-14.5pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,582 | $3,160-18.3% | $2,525+2.2% | $4,869-47.0% |
| Participant deferral / active EE | $1,549 | $4,160-62.8% | $3,458-55.2% | $5,287-70.7% |
| Admin fee / account holder | $351 | $5,272-93.3% | $4,138-91.5% | $10,132-96.5% |