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 | $80,342 | $83,477-3.8% | $125,175-35.8% | $72,985+10.1% |
| Participation rate | 77.4% | 73.3%+4.1pp | 79.8%-2.4pp | 69.5%+7.9pp |
| Annual return | 26.27% | 25.78%+0.5pp | 43.79%-17.5pp | 81.00%-54.7pp |
| Employer contribution / active EE | $2,245 | $2,345-4.3% | $3,865-41.9% | $2,440-8.0% |
| Participant deferral / active EE | $5,050 | $3,585+40.9% | $4,937+2.3% | $3,607+40.0% |
| Admin fee / account holder | $7,767 | $5,517+40.8% | $9,702-19.9% | $5,124+51.6% |