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 | $53,051 | $67,606-21.5% | $82,313-35.5% | $70,131-24.4% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.9%+20.7pp | 69.5%+28.1pp |
| Annual return | 14.30% | 21.57%-7.3pp | 25.88%-11.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,626 | $1,755-7.3% | $2,428-33.0% | $2,342-30.6% |
| Participant deferral / active EE | $2,693 | $2,987-9.9% | $3,706-27.3% | $3,332-19.2% |
| Admin fee / account holder | $3,830 | $4,512-15.1% | $5,608-31.7% | $4,645-17.5% |