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 | $55,338 | $67,606-18.1% | $82,313-32.8% | $70,131-21.1% |
| Participation rate | 91.2% | 72.8%+18.4pp | 76.9%+14.3pp | 69.5%+21.6pp |
| Annual return | 16.92% | 21.57%-4.6pp | 25.88%-9.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,599 | $1,755-8.9% | $2,428-34.1% | $2,342-31.7% |
| Participant deferral / active EE | $4,103 | $2,987+37.4% | $3,706+10.7% | $3,332+23.2% |
| Admin fee / account holder | $4,585 | $4,512+1.6% | $5,608-18.2% | $4,645-1.3% |