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 | $50,503 | $80,968-37.6% | $96,544-47.7% | $75,163-32.8% |
| Participation rate | 71.9% | 71.8%+0.1pp | 76.0%-4.1pp | 67.2%+4.7pp |
| Annual return | 27.30% | 27.06%+0.2pp | 25.84%+1.5pp | 160.62%-133.3pp |
| Employer contribution / active EE | $2,073 | $2,282-9.1% | $2,965-30.1% | $2,670-22.3% |
| Participant deferral / active EE | $5,258 | $3,928+33.8% | $4,851+8.4% | $4,125+27.5% |
| Admin fee / account holder | $1,394 | $6,724-79.3% | $8,252-83.1% | $5,651-75.3% |