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 | $71,964 | $49,025+46.8% | $87,507-17.8% | $62,891+14.4% |
| Participation rate | 72.7% | 64.9%+7.8pp | 73.8%-1.1pp | 69.3%+3.4pp |
| Annual return | 7.83% | 10.02%-2.2pp | 12.21%-4.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,131 | $1,372-17.6% | $2,550-55.6% | $2,281-50.4% |
| Participant deferral / active EE | $3,005 | $2,289+31.3% | $3,149-4.5% | $3,203-6.2% |
| Admin fee / account holder | $3,426 | $4,065-15.7% | $4,221-18.8% | $4,296-20.2% |