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 3-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 | $61,490 | $87,013-29.3% | $106,213-42.1% | $80,856-24.0% |
| Participation rate | 72.1% | 70.4%+1.7pp | 75.3%-3.2pp | 67.6%+4.5pp |
| Annual return | 14.52% | 17.05%-2.5pp | 116.14%-101.6pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,488 | $2,395+3.9% | $3,171-21.5% | $2,755-9.7% |
| Participant deferral / active EE | $4,384 | $3,986+10.0% | $5,016-12.6% | $4,296+2.0% |
| Admin fee / account holder | $8,308 | $8,431-1.5% | $11,033-24.7% | $6,918+20.1% |