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 | $79,748 | $118,450-32.7% | $98,439-19.0% | $139,434-42.8% |
| Participation rate | 77.8% | 77.4%+0.3pp | 75.2%+2.6pp | 80.3%-2.5pp |
| Annual return | 24.35% | 18.94%+5.4pp | 21.16%+3.2pp | 372.94%-348.6pp |
| Employer contribution / active EE | $1,404 | $3,609-61.1% | $3,048-53.9% | $4,751-70.4% |
| Participant deferral / active EE | $3,335 | $5,392-38.1% | $4,738-29.6% | $6,710-50.3% |
| Admin fee / account holder | $7,105 | $14,026-49.3% | $8,948-20.6% | $11,403-37.7% |