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 | $78,472 | $109,881-28.6% | $150,045-47.7% | $84,808-7.5% |
| Participation rate | 71.9% | 76.1%-4.2pp | 82.3%-10.4pp | 68.3%+3.6pp |
| Annual return | 19.71% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $3,575 | $3,561+0.4% | $4,693-23.8% | $2,631+35.9% |
| Participant deferral / active EE | $6,949 | $6,636+4.7% | $7,997-13.1% | $4,212+65.0% |
| Admin fee / account holder | $4,102 | $8,568-52.1% | $13,435-69.5% | $7,344-44.1% |