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 | $69,353 | $86,929-20.2% | $102,423-32.3% | $80,856-14.2% |
| Participation rate | 78.8% | 72.4%+6.4pp | 76.5%+2.3pp | 67.6%+11.1pp |
| Annual return | 10.85% | 18.88%-8.0pp | 29.32%-18.5pp | 35.59%-24.7pp |
| Employer contribution / active EE | $2,469 | $2,369+4.2% | $3,023-18.3% | $2,755-10.4% |
| Participant deferral / active EE | $4,668 | $4,118+13.4% | $5,053-7.6% | $4,296+8.7% |
| Admin fee / account holder | $28,130 | $8,049+249.5% | $9,451+197.7% | $6,918+306.6% |