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 | $82,230 | $86,929-5.4% | $102,423-19.7% | $80,856+1.7% |
| Participation rate | 85.3% | 72.4%+13.0pp | 76.5%+8.8pp | 67.6%+17.7pp |
| Annual return | 14.06% | 18.88%-4.8pp | 29.32%-15.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,303 | $2,369-2.8% | $3,023-23.8% | $2,755-16.4% |
| Participant deferral / active EE | $6,039 | $4,118+46.6% | $5,053+19.5% | $4,296+40.6% |
| Admin fee / account holder | $3,443 | $8,049-57.2% | $9,451-63.6% | $6,918-50.2% |