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 | $73,468 | $76,552-4.0% | $123,892-40.7% | $62,891+16.8% |
| Participation rate | 73.2% | 73.0%+0.2pp | 81.4%-8.2pp | 69.3%+3.9pp |
| Annual return | 6.87% | 18.68%-11.8pp | 47.52%-40.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $717 | $2,883-75.1% | $4,617-84.5% | $2,281-68.6% |
| Participant deferral / active EE | $6,957 | $4,840+43.7% | $5,984+16.3% | $3,203+117.2% |
| Admin fee / account holder | $3,720 | $4,826-22.9% | $8,357-55.5% | $4,296-13.4% |