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 | $65,211 | $86,929-25.0% | $102,423-36.3% | $80,856-19.4% |
| Participation rate | 71.2% | 72.4%-1.1pp | 76.5%-5.3pp | 67.6%+3.6pp |
| Annual return | 11.29% | 18.88%-7.6pp | 29.32%-18.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,873 | $2,369-20.9% | $3,023-38.0% | $2,755-32.0% |
| Participant deferral / active EE | $4,729 | $4,118+14.8% | $5,053-6.4% | $4,296+10.1% |
| Admin fee / account holder | $5,132 | $8,049-36.2% | $9,451-45.7% | $6,918-25.8% |