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 | $58,071 | $86,929-33.2% | $102,423-43.3% | $80,856-28.2% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.6%+18.1pp |
| Annual return | 14.80% | 18.88%-4.1pp | 29.32%-14.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,260 | $2,369-4.6% | $3,023-25.3% | $2,755-18.0% |
| Participant deferral / active EE | $4,905 | $4,118+19.1% | $5,053-2.9% | $4,296+14.2% |
| Admin fee / account holder | $6,442 | $8,049-20.0% | $9,451-31.8% | $6,918-6.9% |