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 | $65,983 | $86,929-24.1% | $102,423-35.6% | $80,856-18.4% |
| Participation rate | 93.2% | 72.4%+20.9pp | 76.5%+16.8pp | 67.6%+25.6pp |
| Annual return | 11.78% | 18.88%-7.1pp | 29.32%-17.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,147 | $2,369-51.6% | $3,023-62.1% | $2,755-58.4% |
| Participant deferral / active EE | $3,373 | $4,118-18.1% | $5,053-33.2% | $4,296-21.5% |
| Admin fee / account holder | $14,548 | $8,049+80.7% | $9,451+53.9% | $6,918+110.3% |