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 | $67,177 | $81,460-17.5% | $103,333-35.0% | $80,856-16.9% |
| Participation rate | 82.8% | 66.8%+16.0pp | 74.5%+8.3pp | 67.6%+15.2pp |
| Annual return | 17.34% | 25.55%-8.2pp | 24.88%-7.5pp | 35.59%-18.3pp |
| Employer contribution / active EE | $2,070 | $3,105-33.3% | $3,868-46.5% | $2,755-24.8% |
| Participant deferral / active EE | $3,850 | $3,869-0.5% | $5,057-23.9% | $4,296-10.4% |
| Admin fee / account holder | $5,183 | $6,566-21.1% | $8,355-38.0% | $6,918-25.1% |