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 | $43,062 | $74,927-42.5% | $101,794-57.7% | $84,808-49.2% |
| Participation rate | 70.5% | 61.4%+9.1pp | 69.2%+1.3pp | 68.3%+2.1pp |
| Annual return | 16.09% | 18.70%-2.6pp | 30.53%-14.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,744 | $1,522+14.6% | $2,289-23.8% | $2,631-33.7% |
| Participant deferral / active EE | $2,564 | $3,099-17.3% | $4,084-37.2% | $4,212-39.1% |
| Admin fee / account holder | $4,651 | $6,514-28.6% | $8,777-47.0% | $7,344-36.7% |