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 | $76,198 | $86,929-12.3% | $102,423-25.6% | $80,856-5.8% |
| Participation rate | 88.9% | 72.4%+16.5pp | 76.5%+12.4pp | 67.6%+21.3pp |
| Annual return | 10.57% | 18.88%-8.3pp | 29.32%-18.8pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,894 | $2,369-20.0% | $3,023-37.3% | $2,755-31.2% |
| Participant deferral / active EE | $5,708 | $4,118+38.6% | $5,053+13.0% | $4,296+32.9% |
| Admin fee / account holder | $760 | $8,049-90.6% | $9,451-92.0% | $6,918-89.0% |