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 | $62,177 | $83,477-25.5% | $125,175-50.3% | $72,985-14.8% |
| Participation rate | 89.2% | 73.3%+15.9pp | 79.8%+9.4pp | 69.5%+19.7pp |
| Annual return | 20.85% | 25.78%-4.9pp | 43.79%-22.9pp | 81.00%-60.2pp |
| Employer contribution / active EE | $2,170 | $2,345-7.5% | $3,865-43.9% | $2,440-11.1% |
| Participant deferral / active EE | $2,540 | $3,585-29.2% | $4,937-48.6% | $3,607-29.6% |
| Admin fee / account holder | $4,495 | $5,517-18.5% | $9,702-53.7% | $5,124-12.3% |