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 | $74,805 | $90,503-17.3% | $78,689-4.9% | $273,961-72.7% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 7.59% | 75.60%-68.0pp | 62.18%-54.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,861 | $3,176-41.4% | $2,851-34.7% | $4,869-61.8% |
| Participant deferral / active EE | $3,789 | $3,901-2.9% | $3,517+7.7% | $5,287-28.3% |
| Admin fee / account holder | $9,187 | $5,263+74.6% | $4,510+103.7% | $10,132-9.3% |