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 | $72,851 | $90,503-19.5% | $78,689-7.4% | $273,961-73.4% |
| Participation rate | 78.6% | 76.5%+2.1pp | 73.6%+5.0pp | 83.0%-4.4pp |
| Annual return | 5.74% | 75.60%-69.9pp | 62.18%-56.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $2,058 | $3,176-35.2% | $2,851-27.8% | $4,869-57.7% |
| Participant deferral / active EE | $2,975 | $3,901-23.7% | $3,517-15.4% | $5,287-43.7% |
| Admin fee / account holder | $12,082 | $5,263+129.6% | $4,510+167.9% | $10,132+19.2% |