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 | $28,676 | $65,685-56.3% | $57,179-49.8% | $273,961-89.5% |
| Participation rate | 79.2% | 78.3%+0.8pp | 75.3%+3.8pp | 83.0%-3.8pp |
| Annual return | 9.07% | 21.99%-12.9pp | 14.59%-5.5pp | 41.45%-32.4pp |
| Employer contribution / active EE | $3,104 | $3,279-5.3% | $2,682+15.7% | $4,869-36.3% |
| Participant deferral / active EE | $4,768 | $3,782+26.1% | $3,096+54.0% | $5,287-9.8% |
| Admin fee / account holder | $3,841 | $4,835-20.5% | $3,139+22.4% | $10,132-62.1% |