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 | $73,311 | $76,552-4.2% | $123,892-40.8% | $62,891+16.6% |
| Participation rate | 71.4% | 73.0%-1.6pp | 81.4%-10.0pp | 69.3%+2.1pp |
| Annual return | 8.88% | 18.68%-9.8pp | 47.52%-38.6pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,748 | $2,883-4.7% | $4,617-40.5% | $2,281+20.5% |
| Participant deferral / active EE | $9,771 | $4,840+101.9% | $5,984+63.3% | $3,203+205.1% |
| Admin fee / account holder | $29,997 | $4,826+521.6% | $8,357+258.9% | $4,296+598.3% |