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 | $80,348 | $76,552+5.0% | $123,892-35.1% | $62,891+27.8% |
| Participation rate | 85.7% | 73.0%+12.7pp | 81.4%+4.3pp | 69.3%+16.4pp |
| Annual return | 9.91% | 18.68%-8.8pp | 47.52%-37.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $2,371 | $2,883-17.7% | $4,617-48.6% | $2,281+4.0% |
| Participant deferral / active EE | $8,622 | $4,840+78.2% | $5,984+44.1% | $3,203+169.2% |
| Admin fee / account holder | $1,542 | $4,826-68.0% | $8,357-81.5% | $4,296-64.1% |