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 | $54,011 | $83,477-35.3% | $125,175-56.9% | $72,985-26.0% |
| Participation rate | 83.0% | 73.3%+9.7pp | 79.8%+3.2pp | 69.5%+13.5pp |
| Annual return | 20.74% | 25.78%-5.0pp | 43.79%-23.0pp | 81.00%-60.3pp |
| Employer contribution / active EE | $721 | $2,345-69.3% | $3,865-81.4% | $2,440-70.5% |
| Participant deferral / active EE | $4,124 | $3,585+15.0% | $4,937-16.5% | $3,607+14.3% |
| Admin fee / account holder | $723 | $5,517-86.9% | $9,702-92.5% | $5,124-85.9% |