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 | $77,719 | $86,929-10.6% | $102,423-24.1% | $80,856-3.9% |
| Participation rate | 97.8% | 72.4%+25.4pp | 76.5%+21.3pp | 67.6%+30.2pp |
| Annual return | 20.67% | 18.88%+1.8pp | 29.32%-8.7pp | 35.59%-14.9pp |
| Employer contribution / active EE | $2,119 | $2,369-10.6% | $3,023-29.9% | $2,755-23.1% |
| Participant deferral / active EE | $4,576 | $4,118+11.1% | $5,053-9.4% | $4,296+6.5% |
| Admin fee / account holder | $2,595 | $8,049-67.8% | $9,451-72.5% | $6,918-62.5% |