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 | $87,621 | $94,625-7.4% | $116,228-24.6% | $84,808+3.3% |
| Participation rate | 78.0% | 70.4%+7.6pp | 74.6%+3.4pp | 68.3%+9.7pp |
| Annual return | 17.12% | 20.40%-3.3pp | 90.06%-72.9pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,204 | $2,347-6.1% | $2,994-26.4% | $2,631-16.2% |
| Participant deferral / active EE | $5,179 | $3,972+30.4% | $4,953+4.6% | $4,212+23.0% |
| Admin fee / account holder | $2,541 | $10,091-74.8% | $11,989-78.8% | $7,344-65.4% |