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 | $83,781 | $108,825-23.0% | $156,181-46.4% | $82,448+1.6% |
| Participation rate | 71.6% | 72.4%-0.7pp | 78.8%-7.2pp | 68.1%+3.6pp |
| Annual return | 18.00% | 20.59%-2.6pp | 64.87%-46.9pp | 41.64%-23.6pp |
| Employer contribution / active EE | $3,064 | $2,870+6.8% | $4,294-28.6% | $2,551+20.1% |
| Participant deferral / active EE | $6,123 | $4,577+33.8% | $6,132-0.1% | $4,139+47.9% |
| Admin fee / account holder | $3,117 | $9,341-66.6% | $14,586-78.6% | $7,234-56.9% |