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 | $39,482 | $86,929-54.6% | $102,423-61.5% | $80,856-51.2% |
| Participation rate | 73.3% | 72.4%+1.0pp | 76.5%-3.2pp | 67.6%+5.7pp |
| Annual return | 11.43% | 18.88%-7.4pp | 29.32%-17.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,729 | $2,369-27.0% | $3,023-42.8% | $2,755-37.2% |
| Participant deferral / active EE | $3,186 | $4,118-22.7% | $5,053-37.0% | $4,296-25.8% |
| Admin fee / account holder | $6,961 | $8,049-13.5% | $9,451-26.3% | $6,918+0.6% |