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 3-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 | $66,235 | $86,929-23.8% | $102,423-35.3% | $80,856-18.1% |
| Participation rate | 87.8% | 72.4%+15.4pp | 76.5%+11.3pp | 67.6%+20.2pp |
| Annual return | 12.24% | 18.88%-6.6pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,095 | $2,369-11.6% | $3,023-30.7% | $2,755-24.0% |
| Participant deferral / active EE | $5,021 | $4,118+21.9% | $5,053-0.6% | $4,296+16.9% |
| Admin fee / account holder | $1,710 | $8,049-78.8% | $9,451-81.9% | $6,918-75.3% |