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 | $77,873 | $86,929-10.4% | $102,423-24.0% | $80,856-3.7% |
| Participation rate | 89.8% | 72.4%+17.5pp | 76.5%+13.3pp | 67.6%+22.2pp |
| Annual return | 13.93% | 18.88%-5.0pp | 29.32%-15.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,602 | $2,369+9.8% | $3,023-14.0% | $2,755-5.6% |
| Participant deferral / active EE | $4,153 | $4,118+0.8% | $5,053-17.8% | $4,296-3.3% |
| Admin fee / account holder | $2,618 | $8,049-67.5% | $9,451-72.3% | $6,918-62.2% |