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 | $77,286 | $81,460-5.1% | $103,333-25.2% | $80,856-4.4% |
| Participation rate | 75.0% | 66.8%+8.2pp | 74.5%+0.5pp | 67.6%+7.4pp |
| Annual return | 10.68% | 25.55%-14.9pp | 24.88%-14.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,051 | $3,105-34.0% | $3,868-47.0% | $2,755-25.6% |
| Participant deferral / active EE | $4,885 | $3,869+26.3% | $5,057-3.4% | $4,296+13.7% |
| Admin fee / account holder | $8,412 | $6,566+28.1% | $8,355+0.7% | $6,918+21.6% |