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 | $77,799 | $117,983-34.1% | $101,794-23.6% | $142,382-45.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 11.52% | 36.92%-25.4pp | 30.53%-19.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,222 | $2,773-19.9% | $2,289-2.9% | $4,299-48.3% |
| Participant deferral / active EE | $5,062 | $4,714+7.4% | $4,084+23.9% | $6,507-22.2% |
| Admin fee / account holder | $1,978 | $10,433-81.0% | $8,777-77.5% | $12,624-84.3% |