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 | $99,141 | $138,347-28.3% | $184,203-46.2% | $80,856+22.6% |
| Participation rate | 90.5% | 83.9%+6.6pp | 86.8%+3.7pp | 67.6%+22.8pp |
| Annual return | 15.55% | 20.02%-4.5pp | 28.81%-13.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $3,752 | $4,850-22.7% | $6,427-41.6% | $2,755+36.2% |
| Participant deferral / active EE | $8,277 | $7,071+17.1% | $9,131-9.4% | $4,296+92.7% |
| Admin fee / account holder | $1,862 | $10,483-82.2% | $13,901-86.6% | $6,918-73.1% |