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 | $75,373 | $109,359-31.1% | $162,163-53.5% | $72,985+3.3% |
| Participation rate | 85.2% | 84.3%+0.9pp | 87.6%-2.4pp | 69.5%+15.7pp |
| Annual return | 27.39% | 25.46%+1.9pp | 115.59%-88.2pp | 81.00%-53.6pp |
| Employer contribution / active EE | $2,875 | $3,907-26.4% | $5,614-48.8% | $2,440+17.8% |
| Participant deferral / active EE | $5,295 | $5,481-3.4% | $7,298-27.4% | $3,607+46.8% |
| Admin fee / account holder | $1,062 | $7,972-86.7% | $10,843-90.2% | $5,124-79.3% |