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 | $76,686 | $85,515-10.3% | $112,040-31.6% | $67,986+12.8% |
| Participation rate | 70.3% | 68.2%+2.1pp | 76.5%-6.2pp | 57.2%+13.1pp |
| Annual return | 20.86% | 29.68%-8.8pp | 24.52%-3.7pp | 31.67%-10.8pp |
| Employer contribution / active EE | $1,156 | $2,191-47.2% | $2,954-60.9% | $2,019-42.7% |
| Participant deferral / active EE | $3,817 | $4,014-4.9% | $5,098-25.1% | $3,358+13.7% |
| Admin fee / account holder | $4,653 | $3,774+23.3% | $12,098-61.5% | $3,203+45.3% |