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 | $57,218 | $86,929-34.2% | $102,423-44.1% | $80,856-29.2% |
| Participation rate | 85.9% | 72.4%+13.5pp | 76.5%+9.4pp | 67.6%+18.3pp |
| Annual return | 11.85% | 18.88%-7.0pp | 29.32%-17.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,274 | $2,369-46.2% | $3,023-57.9% | $2,755-53.7% |
| Participant deferral / active EE | $4,693 | $4,118+14.0% | $5,053-7.1% | $4,296+9.2% |
| Admin fee / account holder | $4,066 | $8,049-49.5% | $9,451-57.0% | $6,918-41.2% |