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 | $56,515 | $69,977-19.2% | $108,579-48.0% | $62,891-10.1% |
| Participation rate | 73.7% | 72.9%+0.8pp | 79.6%-5.9pp | 69.3%+4.4pp |
| Annual return | 9.27% | 10.73%-1.5pp | -51.70%+61.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,390 | $2,135-34.9% | $3,758-63.0% | $2,281-39.1% |
| Participant deferral / active EE | $2,433 | $3,165-23.1% | $4,311-43.6% | $3,203-24.0% |
| Admin fee / account holder | $1,882 | $5,076-62.9% | $7,645-75.4% | $4,296-56.2% |