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 | $52,596 | $95,803-45.1% | $113,168-53.5% | $84,808-38.0% |
| Participation rate | 93.7% | 72.9%+20.8pp | 76.6%+17.1pp | 68.3%+25.3pp |
| Annual return | 15.15% | 25.00%-9.9pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,488 | $2,360+5.4% | $2,975-16.4% | $2,631-5.4% |
| Participant deferral / active EE | $4,012 | $4,242-5.4% | $5,107-21.4% | $4,212-4.7% |
| Admin fee / account holder | $6,206 | $8,989-31.0% | $12,068-48.6% | $7,344-15.5% |