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 | $66,884 | $90,503-26.1% | $78,689-15.0% | $273,961-75.6% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 8.84% | 75.60%-66.8pp | 62.18%-53.3pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,050 | $3,176-66.9% | $2,851-63.2% | $4,869-78.4% |
| Participant deferral / active EE | $5,223 | $3,901+33.9% | $3,517+48.5% | $5,287-1.2% |
| Admin fee / account holder | $9,514 | $5,263+80.8% | $4,510+110.9% | $10,132-6.1% |