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 | $58,423 | $109,881-46.8% | $150,045-61.1% | $84,808-31.1% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 17.60% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,884 | $3,561-19.0% | $4,693-38.5% | $2,631+9.6% |
| Participant deferral / active EE | $5,335 | $6,636-19.6% | $7,997-33.3% | $4,212+26.7% |
| Admin fee / account holder | $5,552 | $8,568-35.2% | $13,435-58.7% | $7,344-24.4% |