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 | $59,968 | $91,552-34.5% | $133,956-55.2% | $79,858-24.9% |
| Participation rate | 72.0% | 73.3%-1.3pp | 79.8%-7.8pp | 69.6%+2.4pp |
| Annual return | 14.40% | 61.85%-47.4pp | 45.09%-30.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $799 | $2,384-66.5% | $3,919-79.6% | $2,471-67.7% |
| Participant deferral / active EE | $3,159 | $3,733-15.4% | $5,048-37.4% | $3,740-15.5% |
| Admin fee / account holder | $3,393 | $6,321-46.3% | $8,927-62.0% | $5,306-36.1% |