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 | $70,612 | $86,929-18.8% | $102,423-31.1% | $80,856-12.7% |
| Participation rate | 82.4% | 72.4%+10.0pp | 76.5%+5.9pp | 67.6%+14.8pp |
| Annual return | 10.80% | 18.88%-8.1pp | 29.32%-18.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,406 | $2,369-40.6% | $3,023-53.5% | $2,755-48.9% |
| Participant deferral / active EE | $4,307 | $4,118+4.6% | $5,053-14.8% | $4,296+0.3% |
| Admin fee / account holder | $20,098 | $8,049+149.7% | $9,451+112.7% | $6,918+190.5% |