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 | $65,115 | $95,803-32.0% | $113,168-42.5% | $84,808-23.2% |
| Participation rate | 97.3% | 72.9%+24.5pp | 76.6%+20.8pp | 68.3%+29.0pp |
| Annual return | 16.72% | 25.00%-8.3pp | 24.27%-7.5pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,317 | $2,360-1.8% | $2,975-22.1% | $2,631-12.0% |
| Participant deferral / active EE | $4,066 | $4,242-4.2% | $5,107-20.4% | $4,212-3.5% |
| Admin fee / account holder | $2,086 | $8,989-76.8% | $12,068-82.7% | $7,344-71.6% |