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 | $70,379 | $86,929-19.0% | $102,423-31.3% | $80,856-13.0% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 13.66% | 18.88%-5.2pp | 29.32%-15.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,501 | $2,369-36.6% | $3,023-50.3% | $2,755-45.5% |
| Participant deferral / active EE | $2,824 | $4,118-31.4% | $5,053-44.1% | $4,296-34.3% |
| Admin fee / account holder | $17,496 | $8,049+117.4% | $9,451+85.1% | $6,918+152.9% |