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 | $75,773 | $110,257-31.3% | $96,544-21.5% | $139,434-45.7% |
| Participation rate | 84.6% | 78.1%+6.5pp | 76.0%+8.7pp | 80.3%+4.3pp |
| Annual return | 19.50% | 26.32%-6.8pp | 25.84%-6.3pp | 372.94%-353.4pp |
| Employer contribution / active EE | $2,469 | $3,620-31.8% | $2,965-16.7% | $4,751-48.0% |
| Participant deferral / active EE | $4,342 | $5,548-21.7% | $4,851-10.5% | $6,710-35.3% |
| Admin fee / account holder | $2,731 | $11,591-76.4% | $8,252-66.9% | $11,403-76.0% |