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 | $63,662 | $95,453-33.3% | $112,040-43.2% | $82,448-22.8% |
| Participation rate | 89.0% | 72.8%+16.3pp | 76.5%+12.5pp | 68.1%+21.0pp |
| Annual return | 16.79% | 23.92%-7.1pp | 24.52%-7.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,183 | $2,318-5.8% | $2,954-26.1% | $2,551-14.4% |
| Participant deferral / active EE | $4,498 | $4,224+6.5% | $5,098-11.8% | $4,139+8.7% |
| Admin fee / account holder | $6,501 | $9,013-27.9% | $12,098-46.3% | $7,234-10.1% |