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 | $88,550 | $101,724-13.0% | $164,813-46.3% | $80,856+9.5% |
| Participation rate | 84.1% | 71.8%+12.3pp | 78.6%+5.5pp | 67.6%+16.5pp |
| Annual return | 11.95% | 16.72%-4.8pp | 69.93%-58.0pp | 35.59%-23.6pp |
| Employer contribution / active EE | $946 | $2,953-68.0% | $4,341-78.2% | $2,755-65.7% |
| Participant deferral / active EE | $5,438 | $4,477+21.5% | $6,031-9.8% | $4,296+26.6% |
| Admin fee / account holder | $5,296 | $8,227-35.6% | $12,690-58.3% | $6,918-23.5% |