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 | $74,175 | $91,552-19.0% | $133,956-44.6% | $79,858-7.1% |
| Participation rate | 91.3% | 73.3%+17.9pp | 79.8%+11.4pp | 69.6%+21.6pp |
| Annual return | 12.37% | 61.85%-49.5pp | 45.09%-32.7pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,240 | $2,384-6.0% | $3,919-42.8% | $2,471-9.3% |
| Participant deferral / active EE | $3,242 | $3,733-13.2% | $5,048-35.8% | $3,740-13.3% |
| Admin fee / account holder | $5,036 | $6,321-20.3% | $8,927-43.6% | $5,306-5.1% |