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 | $54,177 | $63,355-14.5% | $91,989-41.1% | $72,985-25.8% |
| Participation rate | 86.2% | 72.5%+13.7pp | 78.6%+7.6pp | 69.5%+16.7pp |
| Annual return | 21.50% | 35.35%-13.8pp | 69.02%-47.5pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,251 | $2,116+6.4% | $3,452-34.8% | $2,440-7.8% |
| Participant deferral / active EE | $3,716 | $4,883-23.9% | $5,923-37.3% | $3,607+3.0% |
| Admin fee / account holder | $7,739 | $4,668+65.8% | $7,743-0.1% | $5,124+51.0% |