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 | $85,077 | $86,929-2.1% | $102,423-16.9% | $80,856+5.2% |
| Participation rate | 87.5% | 72.4%+15.1pp | 76.5%+11.0pp | 67.6%+19.9pp |
| Annual return | 12.35% | 18.88%-6.5pp | 29.32%-17.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,620 | $2,369-31.6% | $3,023-46.4% | $2,755-41.2% |
| Participant deferral / active EE | $5,189 | $4,118+26.0% | $5,053+2.7% | $4,296+20.8% |
| Admin fee / account holder | $3,888 | $8,049-51.7% | $9,451-58.9% | $6,918-43.8% |