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 | $80,520 | $88,707-9.2% | $74,183+8.5% | $273,961-70.6% |
| Participation rate | 93.8% | 79.4%+14.3pp | 76.6%+17.1pp | 83.0%+10.7pp |
| Annual return | 10.61% | 11.94%-1.3pp | 17.74%-7.1pp | 41.45%-30.8pp |
| Employer contribution / active EE | $3,195 | $3,159+1.1% | $2,370+34.8% | $4,869-34.4% |
| Participant deferral / active EE | $4,960 | $4,212+17.8% | $3,550+39.7% | $5,287-6.2% |
| Admin fee / account holder | $1,892 | $8,717-78.3% | $5,586-66.1% | $10,132-81.3% |