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 | $62,933 | $72,277-12.9% | $101,248-37.8% | $79,858-21.2% |
| Participation rate | 72.0% | 68.5%+3.5pp | 75.8%-3.8pp | 69.6%+2.4pp |
| Annual return | 15.11% | 22.30%-7.2pp | 46.47%-31.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $2,085 | $2,692-22.5% | $3,660-43.0% | $2,471-15.6% |
| Participant deferral / active EE | $3,165 | $3,282-3.5% | $4,370-27.6% | $3,740-15.4% |
| Admin fee / account holder | $4,638 | $4,400+5.4% | $5,945-22.0% | $5,306-12.6% |