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 | $87,650 | $82,978+5.6% | $129,995-32.6% | $71,457+22.7% |
| Participation rate | 71.4% | 74.1%-2.6pp | 78.5%-7.1pp | 67.9%+3.5pp |
| Annual return | 25.37% | 20.60%+4.8pp | -137.18%+162.5pp | 28.85%-3.5pp |
| Employer contribution / active EE | $1,535 | $2,622-41.5% | $4,320-64.5% | $2,588-40.7% |
| Participant deferral / active EE | $5,065 | $4,432+14.3% | $5,820-13.0% | $4,289+18.1% |
| Admin fee / account holder | $3,313 | $1,729+91.6% | $10,614-68.8% | $1,587+108.7% |