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 | $59,129 | $58,828+0.5% | $77,999-24.2% | $62,891-6.0% |
| Participation rate | 90.6% | 71.1%+19.6pp | 75.5%+15.1pp | 69.3%+21.3pp |
| Annual return | 8.40% | 17.16%-8.8pp | 425.96%-417.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,516 | $1,672-9.3% | $2,470-38.6% | $2,281-33.5% |
| Participant deferral / active EE | $3,209 | $2,686+19.5% | $3,497-8.2% | $3,203+0.2% |
| Admin fee / account holder | $1,375 | $4,393-68.7% | $5,480-74.9% | $4,296-68.0% |