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 | $64,679 | $124,425-48.0% | $112,040-42.3% | $137,256-52.9% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 17.51% | 24.72%-7.2pp | 24.52%-7.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,359 | $3,411-30.8% | $2,954-20.1% | $4,156-43.2% |
| Participant deferral / active EE | $4,475 | $5,718-21.7% | $5,098-12.2% | $6,407-30.2% |
| Admin fee / account holder | $4,260 | $15,207-72.0% | $12,098-64.8% | $12,270-65.3% |