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 | $71,644 | $118,450-39.5% | $98,439-27.2% | $139,434-48.6% |
| Participation rate | 75.0% | 77.4%-2.4pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 14.70% | 18.94%-4.2pp | 21.16%-6.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,265 | $3,609-37.3% | $3,048-25.7% | $4,751-52.3% |
| Participant deferral / active EE | $4,429 | $5,392-17.9% | $4,738-6.5% | $6,710-34.0% |
| Admin fee / account holder | $4,679 | $14,026-66.6% | $8,948-47.7% | $11,403-59.0% |