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 | $73,776 | $109,881-32.9% | $150,045-50.8% | $84,808-13.0% |
| Participation rate | 80.6% | 76.1%+4.6pp | 82.3%-1.7pp | 68.3%+12.3pp |
| Annual return | 16.05% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $4,107 | $3,561+15.3% | $4,693-12.5% | $2,631+56.1% |
| Participant deferral / active EE | $5,413 | $6,636-18.4% | $7,997-32.3% | $4,212+28.5% |
| Admin fee / account holder | $3,223 | $8,568-62.4% | $13,435-76.0% | $7,344-56.1% |