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 | $54,886 | $86,929-36.9% | $102,423-46.4% | $80,856-32.1% |
| Participation rate | 85.5% | 72.4%+13.1pp | 76.5%+9.0pp | 67.6%+17.8pp |
| Annual return | 26.56% | 18.88%+7.7pp | 29.32%-2.8pp | 35.59%-9.0pp |
| Employer contribution / active EE | $1,910 | $2,369-19.4% | $3,023-36.8% | $2,755-30.7% |
| Participant deferral / active EE | $3,210 | $4,118-22.0% | $5,053-36.5% | $4,296-25.3% |
| Admin fee / account holder | $6,307 | $8,049-21.6% | $9,451-33.3% | $6,918-8.8% |