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 | $78,819 | $81,248-3.0% | $155,509-49.3% | $80,856-2.5% |
| Participation rate | 72.7% | 66.2%+6.5pp | 78.2%-5.5pp | 67.6%+5.1pp |
| Annual return | 15.89% | 33.31%-17.4pp | 64.67%-48.8pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,390 | $3,100-22.9% | $4,672-48.8% | $2,755-13.2% |
| Participant deferral / active EE | $4,194 | $3,452+21.5% | $5,626-25.5% | $4,296-2.4% |
| Admin fee / account holder | $9,844 | $7,997+23.1% | $15,912-38.1% | $6,918+42.3% |