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 | $66,188 | $76,050-13.0% | $96,544-31.4% | $71,457-7.4% |
| Participation rate | 82.8% | 74.4%+8.4pp | 76.0%+6.8pp | 67.9%+14.8pp |
| Annual return | 14.80% | 22.81%-8.0pp | 25.84%-11.0pp | 28.85%-14.0pp |
| Employer contribution / active EE | $2,186 | $2,244-2.6% | $2,965-26.3% | $2,588-15.5% |
| Participant deferral / active EE | $4,181 | $4,215-0.8% | $4,851-13.8% | $4,289-2.5% |
| Admin fee / account holder | $3,606 | $2,707+33.2% | $8,252-56.3% | $1,587+127.2% |