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 | $89,660 | $109,881-18.4% | $150,045-40.2% | $84,808+5.7% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 15.12% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,857 | $3,561-19.8% | $4,693-39.1% | $2,631+8.6% |
| Participant deferral / active EE | $6,332 | $6,636-4.6% | $7,997-20.8% | $4,212+50.3% |
| Admin fee / account holder | $27,820 | $8,568+224.7% | $13,435+107.1% | $7,344+278.8% |