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 | $80,636 | $65,041+24.0% | $90,951-11.3% | $79,858+1.0% |
| Participation rate | 78.7% | 61.6%+17.1pp | 69.0%+9.7pp | 69.6%+9.1pp |
| Annual return | 10.31% | 30.45%-20.1pp | 134.60%-124.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $839 | $1,247-32.7% | $2,122-60.5% | $2,471-66.0% |
| Participant deferral / active EE | $2,350 | $2,512-6.4% | $3,373-30.3% | $3,740-37.2% |
| Admin fee / account holder | $1,454 | $4,536-68.0% | $5,959-75.6% | $5,306-72.6% |