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 | $36,105 | $57,990-37.7% | $76,190-52.6% | $80,856-55.3% |
| Participation rate | 98.6% | 73.7%+24.9pp | 79.3%+19.4pp | 67.6%+31.0pp |
| Annual return | 15.04% | 15.89%-0.9pp | 13.78%+1.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $4,739 | $3,565+32.9% | $4,578+3.5% | $2,755+72.0% |
| Participant deferral / active EE | $2,613 | $3,814-31.5% | $5,474-52.3% | $4,296-39.2% |
| Admin fee / account holder | $5,819 | $5,668+2.7% | $5,123+13.6% | $6,918-15.9% |