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 | $68,122 | $76,050-10.4% | $96,544-29.4% | $71,457-4.7% |
| Participation rate | 82.0% | 74.4%+7.6pp | 76.0%+6.0pp | 67.9%+14.1pp |
| Annual return | 20.57% | 22.81%-2.2pp | 25.84%-5.3pp | 28.85%-8.3pp |
| Employer contribution / active EE | $1,726 | $2,244-23.1% | $2,965-41.8% | $2,588-33.3% |
| Participant deferral / active EE | $3,723 | $4,215-11.7% | $4,851-23.3% | $4,289-13.2% |
| Admin fee / account holder | $2,323 | $2,707-14.2% | $8,252-71.9% | $1,587+46.3% |