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 | $77,826 | $63,355+22.8% | $91,989-15.4% | $72,985+6.6% |
| Participation rate | 73.8% | 72.5%+1.2pp | 78.6%-4.9pp | 69.5%+4.3pp |
| Annual return | 26.26% | 35.35%-9.1pp | 69.02%-42.8pp | 81.00%-54.7pp |
| Employer contribution / active EE | $2,304 | $2,116+8.9% | $3,452-33.3% | $2,440-5.6% |
| Participant deferral / active EE | $5,024 | $4,883+2.9% | $5,923-15.2% | $3,607+39.3% |
| Admin fee / account holder | $2,907 | $4,668-37.7% | $7,743-62.5% | $5,124-43.3% |