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 | $51,823 | $76,552-32.3% | $123,892-58.2% | $62,891-17.6% |
| Participation rate | 73.7% | 73.0%+0.7pp | 81.4%-7.7pp | 69.3%+4.4pp |
| Annual return | 10.97% | 18.68%-7.7pp | 47.52%-36.5pp | 20.14%-9.2pp |
| Employer contribution / active EE | $2,383 | $2,883-17.3% | $4,617-48.4% | $2,281+4.5% |
| Participant deferral / active EE | $6,358 | $4,840+31.4% | $5,984+6.3% | $3,203+98.5% |
| Admin fee / account holder | $794 | $4,826-83.5% | $8,357-90.5% | $4,296-81.5% |