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 | $65,189 | $123,793-47.3% | $177,821-63.3% | $79,858-18.4% |
| Participation rate | 93.0% | 84.7%+8.4pp | 87.7%+5.3pp | 69.6%+23.4pp |
| Annual return | 24.99% | 22.82%+2.2pp | 48.32%-23.3pp | 31.71%-6.7pp |
| Employer contribution / active EE | $1,901 | $4,095-53.6% | $5,918-67.9% | $2,471-23.1% |
| Participant deferral / active EE | $3,142 | $5,956-47.2% | $7,714-59.3% | $3,740-16.0% |
| Admin fee / account holder | $5,263 | $7,243-27.3% | $12,427-57.6% | $5,306-0.8% |