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 | $76,858 | $109,413-29.8% | $156,263-50.8% | $84,808-9.4% |
| Participation rate | 88.6% | 72.7%+15.9pp | 78.9%+9.7pp | 68.3%+20.3pp |
| Annual return | 15.00% | 20.18%-5.2pp | 59.47%-44.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,044 | $2,907+4.7% | $4,333-29.7% | $2,631+15.7% |
| Participant deferral / active EE | $7,387 | $4,590+60.9% | $6,158+19.9% | $4,212+75.4% |
| Admin fee / account holder | $11,367 | $9,357+21.5% | $14,255-20.3% | $7,344+54.8% |