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 | $52,440 | $95,453-45.1% | $112,040-53.2% | $82,448-36.4% |
| Participation rate | 80.6% | 72.8%+7.9pp | 76.5%+4.2pp | 68.1%+12.6pp |
| Annual return | 16.22% | 23.92%-7.7pp | 24.52%-8.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,320 | $2,318+0.1% | $2,954-21.5% | $2,551-9.0% |
| Participant deferral / active EE | $4,819 | $4,224+14.1% | $5,098-5.5% | $4,139+16.4% |
| Admin fee / account holder | $3,003 | $9,013-66.7% | $12,098-75.2% | $7,234-58.5% |