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 | $70,665 | $87,841-19.6% | $133,980-47.3% | $62,891+12.4% |
| Participation rate | 94.4% | 83.4%+11.1pp | 87.1%+7.4pp | 69.3%+25.1pp |
| Annual return | 9.82% | 12.05%-2.2pp | 29.30%-19.5pp | 20.14%-10.3pp |
| Employer contribution / active EE | $1,596 | $3,483-54.2% | $5,211-69.4% | $2,281-30.0% |
| Participant deferral / active EE | $5,733 | $4,812+19.1% | $6,282-8.7% | $3,203+79.0% |
| Admin fee / account holder | $5,048 | $5,371-6.0% | $9,324-45.9% | $4,296+17.5% |