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 | $65,160 | $138,347-52.9% | $184,203-64.6% | $80,856-19.4% |
| Participation rate | 80.8% | 83.9%-3.1pp | 86.8%-6.0pp | 67.6%+13.1pp |
| Annual return | 15.05% | 20.02%-5.0pp | 28.81%-13.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,596 | $4,850-46.5% | $6,427-59.6% | $2,755-5.8% |
| Participant deferral / active EE | $3,814 | $7,071-46.1% | $9,131-58.2% | $4,296-11.2% |
| Admin fee / account holder | $2,723 | $10,483-74.0% | $13,901-80.4% | $6,918-60.6% |