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 | $96,547 | $76,552+26.1% | $123,892-22.1% | $62,891+53.5% |
| Participation rate | 72.0% | 73.0%-1.0pp | 81.4%-9.4pp | 69.3%+2.7pp |
| Annual return | 6.72% | 18.68%-12.0pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,844 | $2,883-1.3% | $4,617-38.4% | $2,281+24.7% |
| Participant deferral / active EE | $6,575 | $4,840+35.9% | $5,984+9.9% | $3,203+105.3% |
| Admin fee / account holder | $4,448 | $4,826-7.8% | $8,357-46.8% | $4,296+3.5% |