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 | $67,619 | $59,839+13.0% | $81,983-17.5% | $79,858-15.3% |
| Participation rate | 70.0% | 61.6%+8.4pp | 69.2%+0.8pp | 69.6%+0.4pp |
| Annual return | 17.79% | 17.56%+0.2pp | 41.31%-23.5pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,862 | $1,713+8.6% | $2,498-25.5% | $2,471-24.7% |
| Participant deferral / active EE | $3,157 | $2,695+17.1% | $3,722-15.2% | $3,740-15.6% |
| Admin fee / account holder | $4,146 | $4,287-3.3% | $5,664-26.8% | $5,306-21.9% |