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 | $81,598 | $107,452-24.1% | $91,541-10.9% | $142,382-42.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 14.77% | 22.06%-7.3pp | 20.50%-5.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,765 | $2,994-41.1% | $2,505-29.5% | $4,299-58.9% |
| Participant deferral / active EE | $2,179 | $4,754-54.2% | $4,008-45.6% | $6,507-66.5% |
| Admin fee / account holder | $30,285 | $8,834+242.8% | $6,956+335.3% | $12,624+139.9% |