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 | $60,644 | $86,929-30.2% | $102,423-40.8% | $80,856-25.0% |
| Participation rate | 86.8% | 72.4%+14.5pp | 76.5%+10.4pp | 67.6%+19.2pp |
| Annual return | 12.07% | 18.88%-6.8pp | 29.32%-17.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,688 | $2,369-28.8% | $3,023-44.2% | $2,755-38.7% |
| Participant deferral / active EE | $2,785 | $4,118-32.4% | $5,053-44.9% | $4,296-35.2% |
| Admin fee / account holder | $916 | $8,049-88.6% | $9,451-90.3% | $6,918-86.8% |