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 | $68,434 | $81,233-15.8% | $155,567-56.0% | $80,874-15.4% |
| Participation rate | 91.5% | 66.2%+25.3pp | 78.2%+13.3pp | 67.6%+23.8pp |
| Annual return | 14.17% | 33.33%-19.2pp | 64.74%-50.6pp | 35.62%-21.4pp |
| Employer contribution / active EE | $2,740 | $3,101-11.6% | $4,674-41.4% | $2,756-0.6% |
| Participant deferral / active EE | $5,682 | $3,452+64.6% | $5,628+1.0% | $4,297+32.2% |
| Admin fee / account holder | $8,061 | $7,998+0.8% | $15,916-49.4% | $6,935+16.2% |