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 | $81,111 | $92,985-12.8% | $153,485-47.2% | $80,856+0.3% |
| Participation rate | 96.6% | 69.0%+27.6pp | 77.1%+19.5pp | 67.6%+28.9pp |
| Annual return | 11.74% | 19.95%-8.2pp | 15.65%-3.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,551 | $3,507-27.3% | $5,039-49.4% | $2,755-7.4% |
| Participant deferral / active EE | $4,576 | $5,178-11.6% | $6,757-32.3% | $4,296+6.5% |
| Admin fee / account holder | $15,518 | $8,880+74.8% | $12,724+22.0% | $6,918+124.3% |