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 3-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 | $70,959 | $109,881-35.4% | $150,045-52.7% | $84,808-16.3% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 16.25% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,440 | $3,561-31.5% | $4,693-48.0% | $2,631-7.3% |
| Participant deferral / active EE | $4,232 | $6,636-36.2% | $7,997-47.1% | $4,212+0.5% |
| Admin fee / account holder | $8,495 | $8,568-0.9% | $13,435-36.8% | $7,344+15.7% |