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 | $79,733 | $117,859-32.3% | $102,438-22.2% | $145,959-45.4% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 15.49% | 31.72%-16.2pp | 29.37%-13.9pp | 561.95%-546.5pp |
| Employer contribution / active EE | $4,443 | $3,615+22.9% | $3,024+47.0% | $4,661-4.7% |
| Participant deferral / active EE | $7,036 | $5,732+22.7% | $5,054+39.2% | $6,689+5.2% |
| Admin fee / account holder | $3,819 | $13,318-71.3% | $9,448-59.6% | $13,398-71.5% |