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 | $62,441 | $86,929-28.2% | $102,423-39.0% | $80,856-22.8% |
| Participation rate | 86.4% | 72.4%+14.0pp | 76.5%+9.9pp | 67.6%+18.7pp |
| Annual return | 10.64% | 18.88%-8.2pp | 29.32%-18.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,341 | $2,369-43.4% | $3,023-55.6% | $2,755-51.3% |
| Participant deferral / active EE | $5,186 | $4,118+25.9% | $5,053+2.6% | $4,296+20.7% |
| Admin fee / account holder | $6,775 | $8,049-15.8% | $9,451-28.3% | $6,918-2.1% |