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 | $66,629 | $76,367-12.8% | $93,606-28.8% | $72,985-8.7% |
| Participation rate | 81.8% | 71.7%+10.1pp | 75.8%+6.0pp | 69.5%+12.3pp |
| Annual return | 24.11% | 25.82%-1.7pp | 32.76%-8.6pp | 81.00%-56.9pp |
| Employer contribution / active EE | $2,224 | $2,275-2.3% | $2,718-18.2% | $2,440-8.9% |
| Participant deferral / active EE | $5,142 | $3,538+45.3% | $4,069+26.4% | $3,607+42.5% |
| Admin fee / account holder | $5,456 | $6,838-20.2% | $7,888-30.8% | $5,124+6.5% |