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 | $89,975 | $81,460+10.5% | $103,333-12.9% | $80,856+11.3% |
| Participation rate | 78.3% | 66.8%+11.5pp | 74.5%+3.8pp | 67.6%+10.7pp |
| Annual return | 15.40% | 25.55%-10.1pp | 24.88%-9.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,738 | $3,105-44.0% | $3,868-55.1% | $2,755-36.9% |
| Participant deferral / active EE | $2,963 | $3,869-23.4% | $5,057-41.4% | $4,296-31.0% |
| Admin fee / account holder | $13,648 | $6,566+107.8% | $8,355+63.4% | $6,918+97.3% |