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 | $76,924 | $104,251-26.2% | $91,001-15.5% | $147,584-47.9% |
| Participation rate | 86.4% | 78.2%+8.1pp | 75.6%+10.8pp | 82.8%+3.5pp |
| Annual return | 17.70% | 27.06%-9.4pp | 4.60%+13.1pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,115 | $3,116-64.2% | $2,456-54.6% | $4,876-77.1% |
| Participant deferral / active EE | $3,701 | $4,195-11.8% | $3,547+4.3% | $5,439-32.0% |
| Admin fee / account holder | $2,342 | $8,948-73.8% | $5,417-56.8% | $10,885-78.5% |