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 | $72,173 | $95,803-24.7% | $113,168-36.2% | $84,808-14.9% |
| Participation rate | 95.3% | 72.9%+22.4pp | 76.6%+18.7pp | 68.3%+27.0pp |
| Annual return | 14.96% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,857 | $2,360-21.3% | $2,975-37.6% | $2,631-29.4% |
| Participant deferral / active EE | $2,898 | $4,242-31.7% | $5,107-43.3% | $4,212-31.2% |
| Admin fee / account holder | $5,220 | $8,989-41.9% | $12,068-56.7% | $7,344-28.9% |