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 | $76,078 | $89,753-15.2% | $107,525-29.2% | $84,808-10.3% |
| Participation rate | 94.9% | 68.1%+26.9pp | 75.1%+19.8pp | 68.3%+26.6pp |
| Annual return | 16.93% | 29.48%-12.5pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,606 | $3,113-48.4% | $3,754-57.2% | $2,631-39.0% |
| Participant deferral / active EE | $6,721 | $4,056+65.7% | $5,116+31.4% | $4,212+59.6% |
| Admin fee / account holder | $6,357 | $7,222-12.0% | $8,919-28.7% | $7,344-13.4% |