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 | $57,040 | $65,557-13.0% | $64,056-11.0% | $71,457-20.2% |
| Participation rate | 83.3% | 73.2%+10.2pp | 72.3%+11.0pp | 67.9%+15.4pp |
| Annual return | 22.07% | 18.94%+3.1pp | 33.69%-11.6pp | 28.85%-6.8pp |
| Employer contribution / active EE | $2,620 | $2,669-1.8% | $2,747-4.6% | $2,588+1.2% |
| Participant deferral / active EE | $7,794 | $3,626+115.0% | $3,880+100.9% | $4,289+81.7% |
| Admin fee / account holder | $2,537 | $616+311.8% | $3,068-17.3% | $1,587+59.8% |