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 5-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 | $79,980 | $86,929-8.0% | $102,423-21.9% | $80,856-1.1% |
| Participation rate | 77.8% | 72.4%+5.4pp | 76.5%+1.3pp | 67.6%+10.1pp |
| Annual return | 11.94% | 18.88%-6.9pp | 29.32%-17.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,830 | $2,369-22.8% | $3,023-39.5% | $2,755-33.6% |
| Participant deferral / active EE | $4,061 | $4,118-1.4% | $5,053-19.6% | $4,296-5.5% |
| Admin fee / account holder | $8,027 | $8,049-0.3% | $9,451-15.1% | $6,918+16.0% |