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 | $78,980 | $86,929-9.1% | $102,423-22.9% | $80,856-2.3% |
| Participation rate | 72.7% | 72.4%+0.4pp | 76.5%-3.8pp | 67.6%+5.1pp |
| Annual return | 14.84% | 18.88%-4.0pp | 29.32%-14.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,557 | $2,369-34.3% | $3,023-48.5% | $2,755-43.5% |
| Participant deferral / active EE | $2,914 | $4,118-29.2% | $5,053-42.3% | $4,296-32.2% |
| Admin fee / account holder | $2,264 | $8,049-71.9% | $9,451-76.0% | $6,918-67.3% |