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 | $75,561 | $80,673-6.3% | $101,326-25.4% | $84,808-10.9% |
| Participation rate | 78.7% | 77.8%+0.9pp | 81.5%-2.8pp | 68.3%+10.4pp |
| Annual return | 40.93% | 38.95%+2.0pp | 36.82%+4.1pp | 40.90%0pp |
| Employer contribution / active EE | $2,716 | $2,698+0.7% | $3,665-25.9% | $2,631+3.2% |
| Participant deferral / active EE | $6,585 | $6,840-3.7% | $7,994-17.6% | $4,212+56.4% |
| Admin fee / account holder | $52,118 | $12,784+307.7% | $11,185+366.0% | $7,344+609.7% |