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 | $65,677 | $80,717-18.6% | $154,803-57.6% | $84,808-22.6% |
| Participation rate | 73.5% | 66.8%+6.7pp | 78.1%-4.5pp | 68.3%+5.2pp |
| Annual return | 19.34% | 37.96%-18.6pp | 58.88%-39.5pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,241 | $2,761-18.9% | $4,305-48.0% | $2,631-14.8% |
| Participant deferral / active EE | $5,272 | $3,303+59.6% | $5,540-4.8% | $4,212+25.2% |
| Admin fee / account holder | $1,987 | $6,746-70.5% | $14,329-86.1% | $7,344-72.9% |