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 | $81,421 | $146,267-44.3% | $197,124-58.7% | $82,448-1.2% |
| Participation rate | 94.9% | 84.0%+10.9pp | 86.7%+8.2pp | 68.1%+26.8pp |
| Annual return | 19.42% | 29.61%-10.2pp | 44.34%-24.9pp | 41.64%-22.2pp |
| Employer contribution / active EE | $5,053 | $4,723+7.0% | $6,227-18.9% | $2,551+98.1% |
| Participant deferral / active EE | $6,263 | $7,035-11.0% | $9,135-31.4% | $4,139+51.3% |
| Admin fee / account holder | $4,920 | $14,422-65.9% | $16,298-69.8% | $7,234-32.0% |