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 | $59,104 | $72,277-18.2% | $101,248-41.6% | $79,858-26.0% |
| Participation rate | 76.3% | 68.5%+7.8pp | 75.8%+0.5pp | 69.6%+6.6pp |
| Annual return | 25.81% | 22.30%+3.5pp | 46.47%-20.7pp | 31.71%-5.9pp |
| Employer contribution / active EE | $3,003 | $2,692+11.6% | $3,660-17.9% | $2,471+21.5% |
| Participant deferral / active EE | $5,262 | $3,282+60.3% | $4,370+20.4% | $3,740+40.7% |
| Admin fee / account holder | $1,869 | $4,400-57.5% | $5,945-68.6% | $5,306-64.8% |