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 | $79,132 | $86,929-9.0% | $102,423-22.7% | $80,856-2.1% |
| Participation rate | 92.7% | 72.4%+20.4pp | 76.5%+16.2pp | 67.6%+25.1pp |
| Annual return | 14.48% | 18.88%-4.4pp | 29.32%-14.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,641 | $2,369-30.7% | $3,023-45.7% | $2,755-40.4% |
| Participant deferral / active EE | $4,470 | $4,118+8.5% | $5,053-11.5% | $4,296+4.1% |
| Admin fee / account holder | $11,727 | $8,049+45.7% | $9,451+24.1% | $6,918+69.5% |