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 | $83,560 | $109,881-24.0% | $150,045-44.3% | $84,808-1.5% |
| Participation rate | 80.5% | 76.1%+4.4pp | 82.3%-1.8pp | 68.3%+12.2pp |
| Annual return | 16.11% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,895 | $3,561-46.8% | $4,693-59.6% | $2,631-28.0% |
| Participant deferral / active EE | $4,989 | $6,636-24.8% | $7,997-37.6% | $4,212+18.5% |
| Admin fee / account holder | $938 | $8,568-89.1% | $13,435-93.0% | $7,344-87.2% |