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 | $39,717 | $72,492-45.2% | $87,100-54.4% | $72,985-45.6% |
| Participation rate | 70.4% | 72.8%-2.4pp | 76.9%-6.5pp | 69.5%+0.9pp |
| Annual return | 23.56% | 24.46%-0.9pp | 28.19%-4.6pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,982 | $1,894+4.7% | $2,521-21.4% | $2,440-18.8% |
| Participant deferral / active EE | $3,399 | $3,270+3.9% | $4,049-16.1% | $3,607-5.8% |
| Admin fee / account holder | $7,370 | $5,055+45.8% | $7,497-1.7% | $5,124+43.8% |