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 | $85,499 | $87,013-1.7% | $106,213-19.5% | $80,856+5.7% |
| Participation rate | 77.3% | 70.4%+6.8pp | 75.3%+2.0pp | 67.6%+9.6pp |
| Annual return | 15.53% | 17.05%-1.5pp | 116.14%-100.6pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,705 | $2,395-28.8% | $3,171-46.2% | $2,755-38.1% |
| Participant deferral / active EE | $3,496 | $3,986-12.3% | $5,016-30.3% | $4,296-18.6% |
| Admin fee / account holder | $5,859 | $8,431-30.5% | $11,033-46.9% | $6,918-15.3% |