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 | $53,624 | $109,881-51.2% | $150,045-64.3% | $84,808-36.8% |
| Participation rate | 89.7% | 76.1%+13.6pp | 82.3%+7.3pp | 68.3%+21.3pp |
| Annual return | 18.17% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,667 | $3,561-25.1% | $4,693-43.2% | $2,631+1.4% |
| Participant deferral / active EE | $5,527 | $6,636-16.7% | $7,997-30.9% | $4,212+31.2% |
| Admin fee / account holder | $5,751 | $8,568-32.9% | $13,435-57.2% | $7,344-21.7% |