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 | $81,180 | $99,341-18.3% | $84,750-4.2% | $273,961-70.4% |
| Participation rate | 73.3% | 80.7%-7.4pp | 76.6%-3.3pp | 83.0%-9.7pp |
| Annual return | 8.25% | 22.93%-14.7pp | 22.78%-14.5pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,964 | $4,214-29.7% | $3,574-17.1% | $4,869-39.1% |
| Participant deferral / active EE | $4,537 | $4,269+6.3% | $3,712+22.2% | $5,287-14.2% |
| Admin fee / account holder | $5,399 | $6,644-18.7% | $5,332+1.3% | $10,132-46.7% |