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 | $69,623 | $86,929-19.9% | $102,423-32.0% | $80,856-13.9% |
| Participation rate | 85.0% | 72.4%+12.6pp | 76.5%+8.5pp | 67.6%+17.4pp |
| Annual return | 11.86% | 18.88%-7.0pp | 29.32%-17.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,881 | $2,369-20.6% | $3,023-37.8% | $2,755-31.7% |
| Participant deferral / active EE | $4,852 | $4,118+17.8% | $5,053-4.0% | $4,296+13.0% |
| Admin fee / account holder | $10,475 | $8,049+30.1% | $9,451+10.8% | $6,918+51.4% |