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 | $52,113 | $86,929-40.1% | $102,423-49.1% | $80,856-35.5% |
| Participation rate | 80.6% | 72.4%+8.3pp | 76.5%+4.2pp | 67.6%+13.0pp |
| Annual return | 12.35% | 18.88%-6.5pp | 29.32%-17.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,386 | $2,369+0.7% | $3,023-21.1% | $2,755-13.4% |
| Participant deferral / active EE | $3,427 | $4,118-16.8% | $5,053-32.2% | $4,296-20.2% |
| Admin fee / account holder | $11,682 | $8,049+45.1% | $9,451+23.6% | $6,918+68.9% |