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 | $74,486 | $109,881-32.2% | $150,045-50.4% | $84,808-12.2% |
| Participation rate | 79.3% | 76.1%+3.2pp | 82.3%-3.0pp | 68.3%+11.0pp |
| Annual return | 24.29% | 28.25%-4.0pp | 62.55%-38.3pp | 40.90%-16.6pp |
| Employer contribution / active EE | $2,967 | $3,561-16.7% | $4,693-36.8% | $2,631+12.8% |
| Participant deferral / active EE | $7,362 | $6,636+10.9% | $7,997-7.9% | $4,212+74.8% |
| Admin fee / account holder | $7,942 | $8,568-7.3% | $13,435-40.9% | $7,344+8.1% |