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 | $66,237 | $86,929-23.8% | $102,423-35.3% | $80,856-18.1% |
| Participation rate | 78.6% | 72.4%+6.2pp | 76.5%+2.1pp | 67.6%+10.9pp |
| Annual return | 22.19% | 18.88%+3.3pp | 29.32%-7.1pp | 35.59%-13.4pp |
| Employer contribution / active EE | $2,209 | $2,369-6.8% | $3,023-26.9% | $2,755-19.8% |
| Participant deferral / active EE | $4,499 | $4,118+9.2% | $5,053-11.0% | $4,296+4.7% |
| Admin fee / account holder | $5,301 | $8,049-34.1% | $9,451-43.9% | $6,918-23.4% |