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 | $83,726 | $109,881-23.8% | $150,045-44.2% | $84,808-1.3% |
| Participation rate | 73.6% | 76.1%-2.5pp | 82.3%-8.7pp | 68.3%+5.3pp |
| Annual return | 15.51% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,780 | $3,561+6.1% | $4,693-19.5% | $2,631+43.7% |
| Participant deferral / active EE | $7,893 | $6,636+18.9% | $7,997-1.3% | $4,212+87.4% |
| Admin fee / account holder | $15,592 | $8,568+82.0% | $13,435+16.1% | $7,344+112.3% |