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 | $62,121 | $78,705-21.1% | $117,854-47.3% | $70,131-11.4% |
| Participation rate | 73.3% | 73.2%+0.1pp | 79.7%-6.3pp | 69.5%+3.8pp |
| Annual return | 14.60% | 23.30%-8.7pp | 335.08%-320.5pp | 73.14%-58.5pp |
| Employer contribution / active EE | $2,026 | $2,223-8.9% | $3,786-46.5% | $2,342-13.5% |
| Participant deferral / active EE | $2,726 | $3,297-17.3% | $4,482-39.2% | $3,332-18.2% |
| Admin fee / account holder | $7,020 | $5,065+38.6% | $8,020-12.5% | $4,645+51.1% |