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 | $76,452 | $138,385-44.8% | $184,200-58.5% | $80,874-5.5% |
| Participation rate | 91.9% | 83.9%+8.0pp | 86.8%+5.1pp | 67.6%+24.2pp |
| Annual return | 12.01% | 20.02%-8.0pp | 28.80%-16.8pp | 35.62%-23.6pp |
| Employer contribution / active EE | $4,673 | $4,849-3.6% | $6,424-27.3% | $2,756+69.6% |
| Participant deferral / active EE | $9,730 | $7,073+37.6% | $9,132+6.5% | $4,297+126.4% |
| Admin fee / account holder | $6,806 | $10,483-35.1% | $13,907-51.1% | $6,935-1.9% |