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 | $45,110 | $83,477-46.0% | $125,175-64.0% | $72,985-38.2% |
| Participation rate | 90.6% | 73.3%+17.3pp | 79.8%+10.8pp | 69.5%+21.1pp |
| Annual return | 24.10% | 25.78%-1.7pp | 43.79%-19.7pp | 81.00%-56.9pp |
| Employer contribution / active EE | $2,153 | $2,345-8.2% | $3,865-44.3% | $2,440-11.7% |
| Participant deferral / active EE | $4,046 | $3,585+12.9% | $4,937-18.0% | $3,607+12.2% |
| Admin fee / account holder | $2,740 | $5,517-50.3% | $9,702-71.8% | $5,124-46.5% |