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 | $77,871 | $93,571-16.8% | $135,903-42.7% | $75,163+3.6% |
| Participation rate | 78.0% | 75.2%+2.9pp | 81.9%-3.9pp | 67.2%+10.9pp |
| Annual return | 22.77% | 30.90%-8.1pp | 68.23%-45.5pp | 160.62%-137.8pp |
| Employer contribution / active EE | $3,128 | $3,537-11.6% | $4,856-35.6% | $2,670+17.2% |
| Participant deferral / active EE | $8,221 | $6,404+28.4% | $7,758+6.0% | $4,125+99.3% |
| Admin fee / account holder | $2,406 | $6,975-65.5% | $10,762-77.6% | $5,651-57.4% |