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 | $71,636 | $86,332-17.0% | $125,175-42.8% | $65,185+9.9% |
| Participation rate | 81.7% | 75.3%+6.4pp | 79.8%+1.9pp | 70.2%+11.5pp |
| Annual return | 24.56% | 27.43%-2.9pp | 43.79%-19.2pp | 29.38%-4.8pp |
| Employer contribution / active EE | $1,754 | $2,040-14.0% | $3,865-54.6% | $2,177-19.4% |
| Participant deferral / active EE | $2,906 | $3,537-17.9% | $4,937-41.1% | $3,514-17.3% |
| Admin fee / account holder | $888 | $609+45.7% | $9,702-90.8% | $847+4.8% |