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 8-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 | $114,918 | $101,724+13.0% | $164,813-30.3% | $80,856+42.1% |
| Participation rate | 70.1% | 71.8%-1.7pp | 78.6%-8.5pp | 67.6%+2.5pp |
| Annual return | 16.53% | 16.72%-0.2pp | 69.93%-53.4pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,740 | $2,953-41.1% | $4,341-59.9% | $2,755-36.8% |
| Participant deferral / active EE | $3,470 | $4,477-22.5% | $6,031-42.5% | $4,296-19.2% |
| Admin fee / account holder | $2,593 | $8,227-68.5% | $12,690-79.6% | $6,918-62.5% |