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 | $57,922 | $83,477-30.6% | $125,175-53.7% | $72,985-20.6% |
| Participation rate | 70.6% | 73.3%-2.7pp | 79.8%-9.2pp | 69.5%+1.1pp |
| Annual return | 30.20% | 25.78%+4.4pp | 43.79%-13.6pp | 81.00%-50.8pp |
| Employer contribution / active EE | $2,439 | $2,345+4.0% | $3,865-36.9% | $2,4400% |
| Participant deferral / active EE | $5,323 | $3,585+48.5% | $4,937+7.8% | $3,607+47.6% |
| Admin fee / account holder | $9,630 | $5,517+74.5% | $9,702-0.7% | $5,124+87.9% |