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 | $89,530 | $78,926+13.4% | $136,749-34.5% | $84,808+5.6% |
| Participation rate | 78.1% | 62.2%+15.9pp | 72.1%+6.0pp | 68.3%+9.8pp |
| Annual return | 12.87% | 18.17%-5.3pp | 24.33%-11.5pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,954 | $2,134-8.4% | $3,400-42.5% | $2,631-25.7% |
| Participant deferral / active EE | $2,453 | $3,168-22.6% | $4,692-47.7% | $4,212-41.7% |
| Admin fee / account holder | $16,382 | $6,369+157.2% | $11,386+43.9% | $7,344+123.1% |