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 5-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 | $63,835 | $80,673-20.9% | $101,326-37.0% | $84,808-24.7% |
| Participation rate | 70.5% | 77.8%-7.3pp | 81.5%-11.0pp | 68.3%+2.2pp |
| Annual return | 18.68% | 38.95%-20.3pp | 36.82%-18.1pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,922 | $2,698+8.3% | $3,665-20.3% | $2,631+11.0% |
| Participant deferral / active EE | $7,416 | $6,840+8.4% | $7,994-7.2% | $4,212+76.1% |
| Admin fee / account holder | $8,728 | $12,784-31.7% | $11,185-22.0% | $7,344+18.8% |