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 | $57,722 | $81,460-29.1% | $103,333-44.1% | $80,856-28.6% |
| Participation rate | 91.7% | 66.8%+24.8pp | 74.5%+17.2pp | 67.6%+24.0pp |
| Annual return | 10.54% | 25.55%-15.0pp | 24.88%-14.3pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,640 | $3,105-47.2% | $3,868-57.6% | $2,755-40.5% |
| Participant deferral / active EE | $3,385 | $3,869-12.5% | $5,057-33.1% | $4,296-21.2% |
| Admin fee / account holder | $6,541 | $6,566-0.4% | $8,355-21.7% | $6,918-5.4% |