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 | $79,881 | $127,065-37.1% | $113,168-29.4% | $142,382-43.9% |
| Participation rate | 86.7% | 79.2%+7.5pp | 76.6%+10.1pp | 80.1%+6.5pp |
| Annual return | 18.78% | 24.03%-5.2pp | 24.27%-5.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,330 | $3,442-3.2% | $2,975+11.9% | $4,299-22.5% |
| Participant deferral / active EE | $5,740 | $5,716+0.4% | $5,107+12.4% | $6,507-11.8% |
| Admin fee / account holder | $2,830 | $15,736-82.0% | $12,068-76.5% | $12,624-77.6% |