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 | $59,368 | $83,477-28.9% | $125,175-52.6% | $72,985-18.7% |
| Participation rate | 70.6% | 73.3%-2.7pp | 79.8%-9.2pp | 69.5%+1.1pp |
| Annual return | 20.05% | 25.78%-5.7pp | 43.79%-23.7pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,304 | $2,345-44.4% | $3,865-66.3% | $2,440-46.5% |
| Participant deferral / active EE | $2,296 | $3,585-36.0% | $4,937-53.5% | $3,607-36.4% |
| Admin fee / account holder | $5,255 | $5,517-4.8% | $9,702-45.8% | $5,124+2.5% |