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 | $90,716 | $108,825-16.6% | $156,181-41.9% | $82,448+10.0% |
| Participation rate | 74.0% | 72.4%+1.6pp | 78.8%-4.9pp | 68.1%+5.9pp |
| Annual return | 24.61% | 20.59%+4.0pp | 64.87%-40.3pp | 41.64%-17.0pp |
| Employer contribution / active EE | $3,252 | $2,870+13.3% | $4,294-24.3% | $2,551+27.5% |
| Participant deferral / active EE | $6,531 | $4,577+42.7% | $6,132+6.5% | $4,139+57.8% |
| Admin fee / account holder | $7,977 | $9,341-14.6% | $14,586-45.3% | $7,234+10.3% |