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 | $69,156 | $86,929-20.4% | $102,423-32.5% | $80,856-14.5% |
| Participation rate | 88.2% | 72.4%+15.9pp | 76.5%+11.7pp | 67.6%+20.6pp |
| Annual return | 15.20% | 18.88%-3.7pp | 29.32%-14.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,870 | $2,369-21.1% | $3,023-38.2% | $2,755-32.1% |
| Participant deferral / active EE | $2,639 | $4,118-35.9% | $5,053-47.8% | $4,296-38.6% |
| Admin fee / account holder | $12,718 | $8,049+58.0% | $9,451+34.6% | $6,918+83.8% |