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 | $52,413 | $83,477-37.2% | $125,175-58.1% | $72,985-28.2% |
| Participation rate | 81.5% | 73.3%+8.2pp | 79.8%+1.7pp | 69.5%+12.0pp |
| Annual return | 19.88% | 25.78%-5.9pp | 43.79%-23.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $2,574 | $2,345+9.7% | $3,865-33.4% | $2,440+5.5% |
| Participant deferral / active EE | $4,313 | $3,585+20.3% | $4,937-12.6% | $3,607+19.6% |
| Admin fee / account holder | $487 | $5,517-91.2% | $9,702-95.0% | $5,124-90.5% |