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 | $35,405 | $80,968-56.3% | $96,544-63.3% | $75,163-52.9% |
| Participation rate | 81.8% | 71.8%+10.1pp | 76.0%+5.9pp | 67.2%+14.6pp |
| Annual return | 16.36% | 27.06%-10.7pp | 25.84%-9.5pp | 160.62%-144.3pp |
| Employer contribution / active EE | $2,135 | $2,282-6.4% | $2,965-28.0% | $2,670-20.0% |
| Participant deferral / active EE | $3,117 | $3,928-20.7% | $4,851-35.7% | $4,125-24.4% |
| Admin fee / account holder | $1,622 | $6,724-75.9% | $8,252-80.3% | $5,651-71.3% |