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 | $74,471 | $69,977+6.4% | $108,579-31.4% | $62,891+18.4% |
| Participation rate | 72.3% | 72.9%-0.6pp | 79.6%-7.3pp | 69.3%+3.0pp |
| Annual return | 7.84% | 10.73%-2.9pp | -51.70%+59.5pp | 20.14%-12.3pp |
| Employer contribution / active EE | $963 | $2,135-54.9% | $3,758-74.4% | $2,281-57.8% |
| Participant deferral / active EE | $2,714 | $3,165-14.2% | $4,311-37.0% | $3,203-15.3% |
| Admin fee / account holder | $1,543 | $5,076-69.6% | $7,645-79.8% | $4,296-64.1% |