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 | $66,484 | $86,929-23.5% | $102,423-35.1% | $80,856-17.8% |
| Participation rate | 82.1% | 72.4%+9.8pp | 76.5%+5.7pp | 67.6%+14.5pp |
| Annual return | 17.85% | 18.88%-1.0pp | 29.32%-11.5pp | 35.59%-17.7pp |
| Employer contribution / active EE | $1,439 | $2,369-39.3% | $3,023-52.4% | $2,755-47.8% |
| Participant deferral / active EE | $3,239 | $4,118-21.4% | $5,053-35.9% | $4,296-24.6% |
| Admin fee / account holder | $8,749 | $8,049+8.7% | $9,451-7.4% | $6,918+26.5% |