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 | $26,414 | $67,606-60.9% | $82,313-67.9% | $70,131-62.3% |
| Participation rate | 73.3% | 72.8%+0.6pp | 76.9%-3.6pp | 69.5%+3.8pp |
| Annual return | 17.64% | 21.57%-3.9pp | 25.88%-8.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,735 | $1,755-1.1% | $2,428-28.5% | $2,342-25.9% |
| Participant deferral / active EE | $2,531 | $2,987-15.3% | $3,706-31.7% | $3,332-24.0% |
| Admin fee / account holder | $2,132 | $4,512-52.7% | $5,608-62.0% | $4,645-54.1% |