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 | $87,648 | $99,341-11.8% | $84,750+3.4% | $273,961-68.0% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 5.24% | 22.93%-17.7pp | 22.78%-17.5pp | 41.45%-36.2pp |
| Employer contribution / active EE | $7,627 | $4,214+81.0% | $3,574+113.4% | $4,869+56.6% |
| Participant deferral / active EE | $3,434 | $4,269-19.6% | $3,712-7.5% | $5,287-35.0% |
| Admin fee / account holder | $156,679 | $6,644+2258.2% | $5,332+2838.4% | $10,132+1446.4% |