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 | $109,413-23.4% | $156,263-46.4% | $84,808-1.2% |
| Participation rate | 71.6% | 72.7%-1.1pp | 78.9%-7.3pp | 68.3%+3.3pp |
| Annual return | 18.00% | 20.18%-2.2pp | 59.47%-41.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $3,064 | $2,907+5.4% | $4,333-29.3% | $2,631+16.5% |
| Participant deferral / active EE | $6,123 | $4,590+33.4% | $6,158-0.6% | $4,212+45.4% |
| Admin fee / account holder | $3,117 | $9,357-66.7% | $14,255-78.1% | $7,344-57.6% |