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 | $117,658 | $161,352-27.1% | $134,172-12.3% | $137,256-14.3% |
| Participation rate | 95.8% | 78.3%+17.5pp | 72.5%+23.4pp | 80.0%+15.9pp |
| Annual return | 17.64% | 28.72%-11.1pp | 25.30%-7.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,030 | $4,099-50.5% | $3,420-40.6% | $4,156-51.2% |
| Participant deferral / active EE | $8,014 | $5,552+44.3% | $4,690+70.9% | $6,407+25.1% |
| Admin fee / account holder | $10,852 | $15,028-27.8% | $12,016-9.7% | $12,270-11.6% |