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 3-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 | $87,598 | $138,347-36.7% | $184,203-52.4% | $80,856+8.3% |
| Participation rate | 80.8% | 83.9%-3.1pp | 86.8%-6.0pp | 67.6%+13.1pp |
| Annual return | 12.27% | 20.02%-7.7pp | 28.81%-16.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $4,204 | $4,850-13.3% | $6,427-34.6% | $2,755+52.6% |
| Participant deferral / active EE | $8,464 | $7,071+19.7% | $9,131-7.3% | $4,296+97.0% |
| Admin fee / account holder | $4,332 | $10,483-58.7% | $13,901-68.8% | $6,918-37.4% |