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 | $64,303 | $109,413-41.2% | $156,263-58.8% | $84,808-24.2% |
| Participation rate | 73.2% | 72.7%+0.5pp | 78.9%-5.7pp | 68.3%+4.9pp |
| Annual return | 14.77% | 20.18%-5.4pp | 59.47%-44.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,046 | $2,907-29.6% | $4,333-52.8% | $2,631-22.2% |
| Participant deferral / active EE | $3,861 | $4,590-15.9% | $6,158-37.3% | $4,212-8.3% |
| Admin fee / account holder | $7,310 | $9,357-21.9% | $14,255-48.7% | $7,344-0.5% |