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 | $71,541 | $148,978-52.0% | $200,582-64.3% | $84,808-15.6% |
| Participation rate | 92.4% | 84.2%+8.2pp | 86.9%+5.5pp | 68.3%+24.1pp |
| Annual return | 14.32% | 28.16%-13.8pp | 42.33%-28.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,739 | $4,815-43.1% | $6,419-57.3% | $2,631+4.1% |
| Participant deferral / active EE | $4,637 | $7,142-35.1% | $9,331-50.3% | $4,212+10.1% |
| Admin fee / account holder | $9,269 | $13,977-33.7% | $16,305-43.2% | $7,344+26.2% |