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 | $66,904 | $79,944-16.3% | $98,439-32.0% | $75,163-11.0% |
| Participation rate | 70.9% | 70.4%+0.6pp | 75.2%-4.2pp | 67.2%+3.7pp |
| Annual return | 16.54% | 19.75%-3.2pp | 21.16%-4.6pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,261 | $2,264-44.3% | $3,048-58.6% | $2,670-52.8% |
| Participant deferral / active EE | $3,520 | $3,752-6.2% | $4,738-25.7% | $4,125-14.7% |
| Admin fee / account holder | $5,603 | $6,840-18.1% | $8,948-37.4% | $5,651-0.8% |