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 | $73,032 | $87,013-16.1% | $106,213-31.2% | $80,856-9.7% |
| Participation rate | 89.1% | 70.4%+18.7pp | 75.3%+13.8pp | 67.6%+21.5pp |
| Annual return | 12.86% | 17.05%-4.2pp | 116.14%-103.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,912 | $2,395-20.2% | $3,171-39.7% | $2,755-30.6% |
| Participant deferral / active EE | $3,177 | $3,986-20.3% | $5,016-36.7% | $4,296-26.0% |
| Admin fee / account holder | $10,850 | $8,431+28.7% | $11,033-1.7% | $6,918+56.8% |