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 | $62,518 | $86,929-28.1% | $102,423-39.0% | $80,856-22.7% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 12.89% | 18.88%-6.0pp | 29.32%-16.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,733 | $2,369-26.9% | $3,023-42.7% | $2,755-37.1% |
| Participant deferral / active EE | $3,372 | $4,118-18.1% | $5,053-33.3% | $4,296-21.5% |
| Admin fee / account holder | $338 | $8,049-95.8% | $9,451-96.4% | $6,918-95.1% |