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 | $55,996 | $63,861-12.3% | $104,607-46.5% | $79,858-29.9% |
| Participation rate | 75.0% | 64.9%+10.1pp | 74.1%+0.9pp | 69.6%+5.4pp |
| Annual return | 12.27% | 21.30%-9.0pp | 340.46%-328.2pp | 31.71%-19.4pp |
| Employer contribution / active EE | $673 | $1,588-57.6% | $2,681-74.9% | $2,471-72.7% |
| Participant deferral / active EE | $3,427 | $2,693+27.3% | $3,740-8.3% | $3,740-8.4% |
| Admin fee / account holder | $3,327 | $4,185-20.5% | $6,473-48.6% | $5,306-37.3% |