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 | $90,210 | $99,341-9.2% | $84,750+6.4% | $273,961-67.1% |
| Participation rate | 78.9% | 80.7%-1.7pp | 76.6%+2.4pp | 83.0%-4.1pp |
| Annual return | 11.24% | 22.93%-11.7pp | 22.78%-11.5pp | 41.45%-30.2pp |
| Employer contribution / active EE | $4,603 | $4,214+9.2% | $3,574+28.8% | $4,869-5.5% |
| Participant deferral / active EE | $3,929 | $4,269-8.0% | $3,712+5.9% | $5,287-25.7% |
| Admin fee / account holder | $483 | $6,644-92.7% | $5,332-91.0% | $10,132-95.2% |