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 | $79,773 | $138,347-42.3% | $184,203-56.7% | $80,856-1.3% |
| Participation rate | 92.9% | 83.9%+9.0pp | 86.8%+6.0pp | 67.6%+25.2pp |
| Annual return | 14.19% | 20.02%-5.8pp | 28.81%-14.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $5,615 | $4,850+15.8% | $6,427-12.6% | $2,755+103.8% |
| Participant deferral / active EE | $4,463 | $7,071-36.9% | $9,131-51.1% | $4,296+3.9% |
| Admin fee / account holder | $7,752 | $10,483-26.1% | $13,901-44.2% | $6,918+12.1% |