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 | $81,170 | $138,347-41.3% | $184,203-55.9% | $80,856+0.4% |
| Participation rate | 87.9% | 83.9%+4.0pp | 86.8%+1.1pp | 67.6%+20.2pp |
| Annual return | 17.12% | 20.02%-2.9pp | 28.81%-11.7pp | 35.59%-18.5pp |
| Employer contribution / active EE | $6,359 | $4,850+31.1% | $6,427-1.1% | $2,755+130.8% |
| Participant deferral / active EE | $4,289 | $7,071-39.3% | $9,131-53.0% | $4,296-0.2% |
| Admin fee / account holder | $2,983 | $10,483-71.5% | $13,901-78.5% | $6,918-56.9% |