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 | $78,720 | $87,841-10.4% | $133,980-41.2% | $62,891+25.2% |
| Participation rate | 76.0% | 83.4%-7.4pp | 87.1%-11.1pp | 69.3%+6.7pp |
| Annual return | 8.57% | 12.05%-3.5pp | 29.30%-20.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $3,119 | $3,483-10.4% | $5,211-40.1% | $2,281+36.8% |
| Participant deferral / active EE | $5,164 | $4,812+7.3% | $6,282-17.8% | $3,203+61.2% |
| Admin fee / account holder | $6,441 | $5,371+19.9% | $9,324-30.9% | $4,296+49.9% |