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 | $53,500 | $81,460-34.3% | $103,333-48.2% | $80,856-33.8% |
| Participation rate | 85.7% | 66.8%+18.9pp | 74.5%+11.2pp | 67.6%+18.1pp |
| Annual return | 13.74% | 25.55%-11.8pp | 24.88%-11.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,964 | $3,105-4.6% | $3,868-23.4% | $2,755+7.6% |
| Participant deferral / active EE | $6,321 | $3,869+63.4% | $5,057+25.0% | $4,296+47.1% |
| Admin fee / account holder | $9,811 | $6,566+49.4% | $8,355+17.4% | $6,918+41.8% |