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 | $75,705 | $63,764+18.7% | $81,930-7.6% | $79,858-5.2% |
| Participation rate | 73.5% | 67.5%+6.0pp | 72.0%+1.5pp | 69.6%+3.8pp |
| Annual return | 17.00% | 22.66%-5.7pp | 29.49%-12.5pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,570 | $1,795-12.5% | $4,310-63.6% | $2,471-36.4% |
| Participant deferral / active EE | $2,583 | $2,780-7.1% | $7,107-63.6% | $3,740-30.9% |
| Admin fee / account holder | $1,532 | $4,426-65.4% | $5,158-70.3% | $5,306-71.1% |