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 | $74,301 | $60,349+23.1% | $74,183+0.2% | $62,891+18.1% |
| Participation rate | 73.8% | 72.7%+1.1pp | 76.6%-2.8pp | 69.3%+4.5pp |
| Annual return | 7.35% | 21.37%-14.0pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,560 | $2,856-10.4% | $3,550-27.9% | $3,203-20.1% |
| Admin fee / account holder | $778 | $4,261-81.7% | $5,586-86.1% | $4,296-81.9% |