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 | $64,914 | $74,927-13.4% | $101,794-36.2% | $84,808-23.5% |
| Participation rate | 75.0% | 61.4%+13.6pp | 69.2%+5.8pp | 68.3%+6.7pp |
| Annual return | 16.79% | 18.70%-1.9pp | 30.53%-13.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,957 | $1,522+28.6% | $2,289-14.5% | $2,631-25.6% |
| Participant deferral / active EE | $5,870 | $3,099+89.4% | $4,084+43.7% | $4,212+39.4% |
| Admin fee / account holder | $9,629 | $6,514+47.8% | $8,777+9.7% | $7,344+31.1% |