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 | $67,299 | $86,929-22.6% | $102,423-34.3% | $80,856-16.8% |
| Participation rate | 80.8% | 72.4%+8.4pp | 76.5%+4.3pp | 67.6%+13.1pp |
| Annual return | 16.78% | 18.88%-2.1pp | 29.32%-12.5pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,986 | $2,369-16.2% | $3,023-34.3% | $2,755-27.9% |
| Participant deferral / active EE | $4,211 | $4,118+2.2% | $5,053-16.7% | $4,296-2.0% |
| Admin fee / account holder | $333 | $8,049-95.9% | $9,451-96.5% | $6,918-95.2% |