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 | $69,793 | $83,477-16.4% | $125,175-44.2% | $72,985-4.4% |
| Participation rate | 86.2% | 73.3%+12.9pp | 79.8%+6.4pp | 69.5%+16.7pp |
| Annual return | 21.69% | 25.78%-4.1pp | 43.79%-22.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $2,727 | $2,345+16.3% | $3,865-29.4% | $2,440+11.8% |
| Participant deferral / active EE | $2,358 | $3,585-34.2% | $4,937-52.2% | $3,607-34.6% |
| Admin fee / account holder | $1,160 | $5,517-79.0% | $9,702-88.0% | $5,124-77.4% |