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 | $76,273 | $109,413-30.3% | $156,263-51.2% | $84,808-10.1% |
| Participation rate | 73.1% | 72.7%+0.4pp | 78.9%-5.8pp | 68.3%+4.8pp |
| Annual return | 16.60% | 20.18%-3.6pp | 59.47%-42.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,136 | $2,907-60.9% | $4,333-73.8% | $2,631-56.8% |
| Participant deferral / active EE | $4,163 | $4,590-9.3% | $6,158-32.4% | $4,212-1.2% |
| Admin fee / account holder | $3,455 | $9,357-63.1% | $14,255-75.8% | $7,344-53.0% |