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 | $51,417 | $86,929-40.9% | $102,423-49.8% | $80,856-36.4% |
| Participation rate | 85.0% | 72.4%+12.6pp | 76.5%+8.5pp | 67.6%+17.4pp |
| Annual return | 13.30% | 18.88%-5.6pp | 29.32%-16.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,908 | $2,369-19.5% | $3,023-36.9% | $2,755-30.8% |
| Participant deferral / active EE | $4,123 | $4,118+0.1% | $5,053-18.4% | $4,296-4.0% |
| Admin fee / account holder | $994 | $8,049-87.7% | $9,451-89.5% | $6,918-85.6% |