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 | $92,214 | $101,724-9.3% | $164,813-44.0% | $80,856+14.0% |
| Participation rate | 77.8% | 71.8%+5.9pp | 78.6%-0.8pp | 67.6%+10.1pp |
| Annual return | 19.61% | 16.72%+2.9pp | 69.93%-50.3pp | 35.59%-16.0pp |
| Employer contribution / active EE | $2,347 | $2,953-20.5% | $4,341-45.9% | $2,755-14.8% |
| Participant deferral / active EE | $3,546 | $4,477-20.8% | $6,031-41.2% | $4,296-17.5% |
| Admin fee / account holder | $26,954 | $8,227+227.6% | $12,690+112.4% | $6,918+289.6% |