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 | $58,812 | $67,606-13.0% | $82,313-28.6% | $70,131-16.1% |
| Participation rate | 72.0% | 72.8%-0.8pp | 76.9%-4.9pp | 69.5%+2.5pp |
| Annual return | 14.98% | 21.57%-6.6pp | 25.88%-10.9pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,447 | $1,755-17.6% | $2,428-40.4% | $2,342-38.2% |
| Participant deferral / active EE | $2,724 | $2,987-8.8% | $3,706-26.5% | $3,332-18.2% |
| Admin fee / account holder | $1,633 | $4,512-63.8% | $5,608-70.9% | $4,645-64.8% |