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 | $85,554 | $101,724-15.9% | $164,813-48.1% | $80,856+5.8% |
| Participation rate | 91.3% | 71.8%+19.5pp | 78.6%+12.7pp | 67.6%+23.7pp |
| Annual return | 11.59% | 16.72%-5.1pp | 69.93%-58.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,007 | $2,953-32.0% | $4,341-53.8% | $2,755-27.1% |
| Participant deferral / active EE | $4,696 | $4,477+4.9% | $6,031-22.1% | $4,296+9.3% |
| Admin fee / account holder | $11,900 | $8,227+44.6% | $12,690-6.2% | $6,918+72.0% |