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 | $80,350 | $54,541+47.3% | $78,778+2.0% | $70,131+14.6% |
| Participation rate | 77.3% | 60.8%+16.5pp | 69.2%+8.1pp | 69.5%+7.7pp |
| Annual return | 16.32% | 21.07%-4.8pp | 35.62%-19.3pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,036 | $1,089-4.8% | $1,986-47.8% | $2,342-55.8% |
| Participant deferral / active EE | $2,793 | $2,210+26.4% | $2,958-5.6% | $3,332-16.2% |
| Admin fee / account holder | $3,795 | $3,709+2.3% | $5,134-26.1% | $4,645-18.3% |