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 | $59,735 | $123,793-51.7% | $177,821-66.4% | $79,858-25.2% |
| Participation rate | 90.6% | 84.7%+6.0pp | 87.7%+2.9pp | 69.6%+21.0pp |
| Annual return | 24.75% | 22.82%+1.9pp | 48.32%-23.6pp | 31.71%-7.0pp |
| Employer contribution / active EE | $3,888 | $4,095-5.1% | $5,918-34.3% | $2,471+57.3% |
| Participant deferral / active EE | $7,322 | $5,956+22.9% | $7,714-5.1% | $3,740+95.8% |
| Admin fee / account holder | $10,001 | $7,243+38.1% | $12,427-19.5% | $5,306+88.5% |