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 | $98,470 | $148,978-33.9% | $200,582-50.9% | $84,808+16.1% |
| Participation rate | 90.7% | 84.2%+6.5pp | 86.9%+3.8pp | 68.3%+22.4pp |
| Annual return | 19.40% | 28.16%-8.8pp | 42.33%-22.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $3,885 | $4,815-19.3% | $6,419-39.5% | $2,631+47.7% |
| Participant deferral / active EE | $9,551 | $7,142+33.7% | $9,331+2.4% | $4,212+126.8% |
| Admin fee / account holder | $4,897 | $13,977-65.0% | $16,305-70.0% | $7,344-33.3% |