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 | $93,103 | $96,557-3.6% | $80,975+15.0% | $273,961-66.0% |
| Participation rate | 80.0% | 79.1%+0.9pp | 75.8%+4.2pp | 83.0%-3.0pp |
| Annual return | 9.84% | 15.14%-5.3pp | 17.10%-7.3pp | 41.45%-31.6pp |
| Employer contribution / active EE | $4,611 | $4,868-5.3% | $3,714+24.1% | $4,869-5.3% |
| Participant deferral / active EE | $7,639 | $6,598+15.8% | $5,696+34.1% | $5,287+44.5% |
| Admin fee / account holder | $6,979 | $7,492-6.8% | $5,516+26.5% | $10,132-31.1% |