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 | $63,654 | $86,929-26.8% | $102,423-37.9% | $80,856-21.3% |
| Participation rate | 89.0% | 72.4%+16.7pp | 76.5%+12.6pp | 67.6%+21.4pp |
| Annual return | 11.95% | 18.88%-6.9pp | 29.32%-17.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,765 | $2,369-25.5% | $3,023-41.6% | $2,755-35.9% |
| Participant deferral / active EE | $4,486 | $4,118+8.9% | $5,053-11.2% | $4,296+4.4% |
| Admin fee / account holder | $9,372 | $8,049+16.4% | $9,451-0.8% | $6,918+35.5% |