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 | $82,048 | $109,359-25.0% | $162,163-49.4% | $72,985+12.4% |
| Participation rate | 92.3% | 84.3%+8.1pp | 87.6%+4.8pp | 69.5%+22.8pp |
| Annual return | 24.10% | 25.46%-1.4pp | 115.59%-91.5pp | 81.00%-56.9pp |
| Employer contribution / active EE | $2,846 | $3,907-27.2% | $5,614-49.3% | $2,440+16.7% |
| Participant deferral / active EE | $5,449 | $5,481-0.6% | $7,298-25.3% | $3,607+51.0% |
| Admin fee / account holder | $5,957 | $7,972-25.3% | $10,843-45.1% | $5,124+16.2% |