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 | $79,272 | $86,929-8.8% | $102,423-22.6% | $80,856-2.0% |
| Participation rate | 75.4% | 72.4%+3.0pp | 76.5%-1.1pp | 67.6%+7.7pp |
| Annual return | 11.13% | 18.88%-7.8pp | 29.32%-18.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,177 | $2,369-8.1% | $3,023-28.0% | $2,755-21.0% |
| Participant deferral / active EE | $3,459 | $4,118-16.0% | $5,053-31.6% | $4,296-19.5% |
| Admin fee / account holder | $17,008 | $8,049+111.3% | $9,451+80.0% | $6,918+145.8% |