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 | $75,245 | $99,341-24.3% | $84,750-11.2% | $273,961-72.5% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 6.67% | 22.93%-16.3pp | 22.78%-16.1pp | 41.45%-34.8pp |
| Employer contribution / active EE | $2,151 | $4,214-49.0% | $3,574-39.8% | $4,869-55.8% |
| Participant deferral / active EE | $6,858 | $4,269+60.6% | $3,712+84.8% | $5,287+29.7% |
| Admin fee / account holder | $693 | $6,644-89.6% | $5,332-87.0% | $10,132-93.2% |