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 | $60,888 | $101,724-40.1% | $164,813-63.1% | $80,856-24.7% |
| Participation rate | 89.7% | 71.8%+17.9pp | 78.6%+11.1pp | 67.6%+22.1pp |
| Annual return | 10.99% | 16.72%-5.7pp | 69.93%-58.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,637 | $2,953-10.7% | $4,341-39.3% | $2,755-4.3% |
| Participant deferral / active EE | $2,937 | $4,477-34.4% | $6,031-51.3% | $4,296-31.6% |
| Admin fee / account holder | $12,287 | $8,227+49.3% | $12,690-3.2% | $6,918+77.6% |