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 | $69,925 | $80,968-13.6% | $96,544-27.6% | $75,163-7.0% |
| Participation rate | 82.7% | 71.8%+10.9pp | 76.0%+6.7pp | 67.2%+15.5pp |
| Annual return | 19.04% | 27.06%-8.0pp | 25.84%-6.8pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,270 | $2,282-0.5% | $2,965-23.4% | $2,670-15.0% |
| Participant deferral / active EE | $5,164 | $3,928+31.5% | $4,851+6.5% | $4,125+25.2% |
| Admin fee / account holder | $6,559 | $6,724-2.5% | $8,252-20.5% | $5,651+16.1% |