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 | $53,827 | $96,557-44.3% | $80,975-33.5% | $273,961-80.4% |
| Participation rate | 80.0% | 79.1%+0.9pp | 75.8%+4.2pp | 83.0%-3.0pp |
| Annual return | 7.47% | 15.14%-7.7pp | 17.10%-9.6pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,655 | $4,868-45.5% | $3,714-28.5% | $4,869-45.5% |
| Participant deferral / active EE | $5,848 | $6,598-11.4% | $5,696+2.7% | $5,287+10.6% |
| Admin fee / account holder | $8,154 | $7,492+8.8% | $5,516+47.8% | $10,132-19.5% |