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 | $76,263 | $96,484-21.0% | $156,263-51.2% | $74,304+2.6% |
| Participation rate | 71.7% | 67.7%+4.0pp | 78.9%-7.2pp | 60.3%+11.3pp |
| Annual return | 16.63% | 17.73%-1.1pp | 59.47%-42.8pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,859 | $2,528-26.5% | $4,333-57.1% | $2,241-17.1% |
| Participant deferral / active EE | $7,367 | $4,286+71.9% | $6,158+19.6% | $3,767+95.6% |
| Admin fee / account holder | $12,513 | $3,728+235.7% | $14,255-12.2% | $2,969+321.5% |