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 | $58,605 | $86,929-32.6% | $102,423-42.8% | $80,856-27.5% |
| Participation rate | 81.7% | 72.4%+9.3pp | 76.5%+5.2pp | 67.6%+14.1pp |
| Annual return | 14.48% | 18.88%-4.4pp | 29.32%-14.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,599 | $2,369-32.5% | $3,023-47.1% | $2,755-42.0% |
| Participant deferral / active EE | $2,679 | $4,118-35.0% | $5,053-47.0% | $4,296-37.6% |
| Admin fee / account holder | $3,495 | $8,049-56.6% | $9,451-63.0% | $6,918-49.5% |