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 | $64,205 | $76,367-15.9% | $93,606-31.4% | $72,985-12.0% |
| Participation rate | 76.7% | 71.7%+5.0pp | 75.8%+0.9pp | 69.5%+7.3pp |
| Annual return | 23.55% | 25.82%-2.3pp | 32.76%-9.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,428 | $3,538+53.4% | $4,069+33.4% | $3,607+50.5% |
| Admin fee / account holder | $1,006 | $6,838-85.3% | $7,888-87.2% | $5,124-80.4% |