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 | $70,151 | $64,480+8.8% | $81,382-13.8% | $80,856-13.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 10.36% | 16.34%-6.0pp | 24.73%-14.4pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,527 | $1,978-22.8% | $2,463-38.0% | $2,755-44.6% |
| Participant deferral / active EE | $3,352 | $3,094+8.3% | $3,883-13.7% | $4,296-22.0% |
| Admin fee / account holder | $5,113 | $5,671-9.8% | $5,768-11.4% | $6,918-26.1% |