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 | $55,960 | $87,870-36.3% | $113,168-50.6% | $74,304-24.7% |
| Participation rate | 73.8% | 70.7%+3.0pp | 76.6%-2.8pp | 60.3%+13.4pp |
| Annual return | 18.06% | 26.44%-8.4pp | 24.27%-6.2pp | 29.43%-11.4pp |
| Employer contribution / active EE | $2,129 | $2,277-6.5% | $2,975-28.4% | $2,241-5.0% |
| Participant deferral / active EE | $4,568 | $4,241+7.7% | $5,107-10.5% | $3,767+21.3% |
| Admin fee / account holder | $1,517 | $3,368-54.9% | $12,068-87.4% | $2,969-48.9% |