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 | $68,137 | $86,929-21.6% | $102,423-33.5% | $80,856-15.7% |
| Participation rate | 91.3% | 72.4%+18.9pp | 76.5%+14.8pp | 67.6%+23.6pp |
| Annual return | 19.60% | 18.88%+0.7pp | 29.32%-9.7pp | 35.59%-16.0pp |
| Employer contribution / active EE | $2,172 | $2,369-8.3% | $3,023-28.2% | $2,755-21.2% |
| Participant deferral / active EE | $3,981 | $4,118-3.3% | $5,053-21.2% | $4,296-7.3% |
| Admin fee / account holder | $6,101 | $8,049-24.2% | $9,451-35.4% | $6,918-11.8% |