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 | $62,587 | $60,022+4.3% | $88,946-29.6% | $84,808-26.2% |
| Participation rate | 92.0% | 57.8%+34.2pp | 68.8%+23.2pp | 68.3%+23.7pp |
| Annual return | 15.40% | 22.43%-7.0pp | 57.82%-42.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,869 | $1,703+9.7% | $2,555-26.9% | $2,631-29.0% |
| Participant deferral / active EE | $3,115 | $3,1140% | $4,581-32.0% | $4,212-26.0% |
| Admin fee / account holder | $1,425 | $4,811-70.4% | $8,261-82.8% | $7,344-80.6% |