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 | $65,148 | $57,065+14.2% | $75,670-13.9% | $70,131-7.1% |
| Participation rate | 86.3% | 68.1%+18.2pp | 72.3%+14.0pp | 69.5%+16.8pp |
| Annual return | 14.59% | 23.57%-9.0pp | 27.34%-12.7pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,811 | $1,817-0.3% | $2,352-23.0% | $2,342-22.7% |
| Participant deferral / active EE | $3,220 | $2,580+24.8% | $3,142+2.5% | $3,332-3.4% |
| Admin fee / account holder | $2,638 | $3,825-31.0% | $5,800-54.5% | $4,645-43.2% |