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 | $69,635 | $125,758-44.6% | $169,993-59.0% | $75,163-7.4% |
| Participation rate | 84.8% | 83.6%+1.3pp | 87.0%-2.2pp | 67.2%+17.7pp |
| Annual return | 14.64% | 27.20%-12.6pp | 53.37%-38.7pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,351 | $4,615-49.1% | $6,785-65.4% | $2,670-11.9% |
| Participant deferral / active EE | $3,331 | $6,837-51.3% | $10,408-68.0% | $4,125-19.2% |
| Admin fee / account holder | $9,218 | $8,173+12.8% | $12,815-28.1% | $5,651+63.1% |