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 | $48,771 | $72,492-32.7% | $87,100-44.0% | $72,985-33.2% |
| Participation rate | 80.3% | 72.8%+7.5pp | 76.9%+3.4pp | 69.5%+10.8pp |
| Annual return | 27.68% | 24.46%+3.2pp | 28.19%-0.5pp | 81.00%-53.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,802 | $3,270+16.3% | $4,049-6.1% | $3,607+5.4% |
| Admin fee / account holder | $2,385 | $5,055-52.8% | $7,497-68.2% | $5,124-53.5% |