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 | $68,707 | $76,367-10.0% | $93,606-26.6% | $72,985-5.9% |
| Participation rate | 71.6% | 71.7%-0.1pp | 75.8%-4.2pp | 69.5%+2.2pp |
| Annual return | 23.09% | 25.82%-2.7pp | 32.76%-9.7pp | 81.00%-57.9pp |
| Employer contribution / active EE | $472 | $2,275-79.3% | $2,718-82.6% | $2,440-80.7% |
| Participant deferral / active EE | $4,508 | $3,538+27.4% | $4,069+10.8% | $3,607+25.0% |
| Admin fee / account holder | $7,958 | $6,838+16.4% | $7,888+0.9% | $5,124+55.3% |