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 | $32,325 | $80,968-60.1% | $96,544-66.5% | $75,163-57.0% |
| Participation rate | 86.3% | 71.8%+14.5pp | 76.0%+10.3pp | 67.2%+19.1pp |
| Annual return | 26.38% | 27.06%-0.7pp | 25.84%+0.5pp | 160.62%-134.2pp |
| Employer contribution / active EE | $2,007 | $2,282-12.1% | $2,965-32.3% | $2,670-24.8% |
| Participant deferral / active EE | $2,670 | $3,928-32.0% | $4,851-45.0% | $4,125-35.3% |
| Admin fee / account holder | $1,659 | $6,724-75.3% | $8,252-79.9% | $5,651-70.6% |