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 | $79,014 | $87,841-10.0% | $133,980-41.0% | $62,891+25.6% |
| Participation rate | 79.6% | 83.4%-3.8pp | 87.1%-7.4pp | 69.3%+10.3pp |
| Annual return | 6.93% | 12.05%-5.1pp | 29.30%-22.4pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,024 | $3,483-41.9% | $5,211-61.2% | $2,281-11.3% |
| Participant deferral / active EE | $4,078 | $4,812-15.3% | $6,282-35.1% | $3,203+27.3% |
| Admin fee / account holder | $3,811 | $5,371-29.0% | $9,324-59.1% | $4,296-11.3% |