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 | $70,473 | $86,929-18.9% | $102,423-31.2% | $80,856-12.8% |
| Participation rate | 80.9% | 72.4%+8.5pp | 76.5%+4.4pp | 67.6%+13.2pp |
| Annual return | 16.79% | 18.88%-2.1pp | 29.32%-12.5pp | 35.59%-18.8pp |
| Employer contribution / active EE | $2,668 | $2,369+12.6% | $3,023-11.8% | $2,755-3.2% |
| Participant deferral / active EE | $2,854 | $4,118-30.7% | $5,053-43.5% | $4,296-33.6% |
| Admin fee / account holder | $8,210 | $8,049+2.0% | $9,451-13.1% | $6,918+18.7% |