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 | $80,179 | $95,803-16.3% | $113,168-29.2% | $84,808-5.5% |
| Participation rate | 81.7% | 72.9%+8.8pp | 76.6%+5.1pp | 68.3%+13.4pp |
| Annual return | 14.07% | 25.00%-10.9pp | 24.27%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,919 | $2,360-18.7% | $2,975-35.5% | $2,631-27.1% |
| Participant deferral / active EE | $5,192 | $4,242+22.4% | $5,107+1.7% | $4,212+23.3% |
| Admin fee / account holder | $6,449 | $8,989-28.3% | $12,068-46.6% | $7,344-12.2% |