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 | $85,978 | $109,359-21.4% | $162,163-47.0% | $72,985+17.8% |
| Participation rate | 93.8% | 84.3%+9.5pp | 87.6%+6.2pp | 69.5%+24.3pp |
| Annual return | 24.68% | 25.46%-0.8pp | 115.59%-90.9pp | 81.00%-56.3pp |
| Employer contribution / active EE | $3,292 | $3,907-15.7% | $5,614-41.3% | $2,440+34.9% |
| Participant deferral / active EE | $5,899 | $5,481+7.6% | $7,298-19.2% | $3,607+63.5% |
| Admin fee / account holder | $2,113 | $7,972-73.5% | $10,843-80.5% | $5,124-58.8% |