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 | $81,924 | $123,793-33.8% | $177,821-53.9% | $79,858+2.6% |
| Participation rate | 97.1% | 84.7%+12.5pp | 87.7%+9.4pp | 69.6%+27.5pp |
| Annual return | 14.66% | 22.82%-8.2pp | 48.32%-33.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $3,885 | $4,095-5.1% | $5,918-34.4% | $2,471+57.2% |
| Participant deferral / active EE | $5,730 | $5,956-3.8% | $7,714-25.7% | $3,740+53.2% |
| Admin fee / account holder | $2,757 | $7,243-61.9% | $12,427-77.8% | $5,306-48.0% |