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 | $69,458 | $76,552-9.3% | $123,892-43.9% | $62,891+10.4% |
| Participation rate | 85.7% | 73.0%+12.7pp | 81.4%+4.3pp | 69.3%+16.4pp |
| Annual return | 6.52% | 18.68%-12.2pp | 47.52%-41.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,798 | $2,883-2.9% | $4,617-39.4% | $2,281+22.7% |
| Participant deferral / active EE | $5,064 | $4,840+4.6% | $5,984-15.4% | $3,203+58.1% |
| Admin fee / account holder | $18,252 | $4,826+278.2% | $8,357+118.4% | $4,296+324.9% |