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 | $77,213 | $88,707-13.0% | $74,183+4.1% | $273,961-71.8% |
| Participation rate | 82.6% | 79.4%+3.2pp | 76.6%+6.0pp | 83.0%-0.4pp |
| Annual return | 5.49% | 11.94%-6.5pp | 17.74%-12.2pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,790 | $3,159-43.3% | $2,370-24.5% | $4,869-63.2% |
| Participant deferral / active EE | $3,426 | $4,212-18.7% | $3,550-3.5% | $5,287-35.2% |
| Admin fee / account holder | $1,500 | $8,717-82.8% | $5,586-73.1% | $10,132-85.2% |