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 | $92,423 | $99,341-7.0% | $84,750+9.1% | $273,961-66.3% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 10.31% | 22.93%-12.6pp | 22.78%-12.5pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,936 | $4,214-54.1% | $3,574-45.8% | $4,869-60.2% |
| Participant deferral / active EE | $3,823 | $4,269-10.4% | $3,712+3.0% | $5,287-27.7% |
| Admin fee / account holder | $1,271 | $6,644-80.9% | $5,332-76.2% | $10,132-87.5% |