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 | $59,922 | $59,839+0.1% | $81,983-26.9% | $79,858-25.0% |
| Participation rate | 84.6% | 61.6%+23.0pp | 69.2%+15.4pp | 69.6%+15.0pp |
| Annual return | 12.49% | 17.56%-5.1pp | 41.31%-28.8pp | 31.71%-19.2pp |
| Employer contribution / active EE | $3,347 | $1,713+95.3% | $2,498+34.0% | $2,471+35.5% |
| Participant deferral / active EE | $3,339 | $2,695+23.9% | $3,722-10.3% | $3,740-10.7% |
| Admin fee / account holder | $15,804 | $4,287+268.6% | $5,664+179.0% | $5,306+197.8% |