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 | $75,259 | $98,982-24.0% | $162,163-53.6% | $65,185+15.5% |
| Participation rate | 90.7% | 85.8%+4.9pp | 87.6%+3.1pp | 70.2%+20.5pp |
| Annual return | 25.66% | 24.84%+0.8pp | 115.59%-89.9pp | 29.38%-3.7pp |
| Employer contribution / active EE | $3,774 | $3,467+8.9% | $5,614-32.8% | $2,177+73.4% |
| Participant deferral / active EE | $5,574 | $5,384+3.5% | $7,298-23.6% | $3,514+58.6% |
| Admin fee / account holder | $3,662 | $596+514.0% | $10,843-66.2% | $847+332.3% |