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 | $52,878 | $56,484-6.4% | $169,463-68.8% | $64,186-17.6% |
| Participation rate | 75.3% | 64.5%+10.8pp | 77.8%-2.5pp | 69.6%+5.7pp |
| Annual return | 26.27% | -1.55%+27.8pp | 1.83%+24.4pp | 7.63%+18.6pp |
| Employer contribution / active EE | $1,775 | $1,832-3.1% | $4,159-57.3% | $2,381-25.4% |
| Participant deferral / active EE | $3,247 | $3,448-5.8% | $5,277-38.5% | $3,470-6.4% |
| Admin fee / account holder | $3,854 | $4,174-7.7% | $9,109-57.7% | $4,888-21.2% |