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 | $95,803-45.3% | $113,168-53.7% | $84,808-38.2% |
| Participation rate | 80.6% | 72.9%+7.8pp | 76.6%+4.1pp | 68.3%+12.3pp |
| Annual return | 16.22% | 25.00%-8.8pp | 24.27%-8.0pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,320 | $2,360-1.7% | $2,975-22.0% | $2,631-11.8% |
| Participant deferral / active EE | $4,819 | $4,242+13.6% | $5,107-5.6% | $4,212+14.4% |
| Admin fee / account holder | $3,003 | $8,989-66.6% | $12,068-75.1% | $7,344-59.1% |