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 | $79,206 | $92,985-14.8% | $153,485-48.4% | $80,856-2.0% |
| Participation rate | 72.5% | 69.0%+3.6pp | 77.1%-4.5pp | 67.6%+4.9pp |
| Annual return | 13.36% | 19.95%-6.6pp | 15.65%-2.3pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,645 | $3,507-53.1% | $5,039-67.4% | $2,755-40.3% |
| Participant deferral / active EE | $4,395 | $5,178-15.1% | $6,757-35.0% | $4,296+2.3% |
| Admin fee / account holder | $10,800 | $8,880+21.6% | $12,724-15.1% | $6,918+56.1% |