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 | $52,155 | $86,929-40.0% | $102,423-49.1% | $80,856-35.5% |
| Participation rate | 74.1% | 72.4%+1.7pp | 76.5%-2.4pp | 67.6%+6.5pp |
| Annual return | 13.98% | 18.88%-4.9pp | 29.32%-15.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,416 | $2,369-40.2% | $3,023-53.2% | $2,755-48.6% |
| Participant deferral / active EE | $5,685 | $4,118+38.0% | $5,053+12.5% | $4,296+32.3% |
| Admin fee / account holder | $8,147 | $8,049+1.2% | $9,451-13.8% | $6,918+17.8% |