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 | $95,583 | $86,286+10.8% | $111,297-14.1% | $85,850+11.3% |
| Participation rate | 72.1% | 73.3%-1.3pp | 77.3%-5.3pp | 69.3%+2.7pp |
| Annual return | 14.18% | 19.99%-5.8pp | 54.65%-40.5pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,761 | $2,043-13.8% | $2,731-35.5% | $2,565-31.3% |
| Participant deferral / active EE | $3,771 | $3,641+3.6% | $4,487-16.0% | $3,952-4.6% |
| Admin fee / account holder | $1,470 | $8,188-82.0% | $7,964-81.5% | $6,260-76.5% |