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 | $79,209 | $93,571-15.3% | $135,903-41.7% | $75,163+5.4% |
| Participation rate | 71.1% | 75.2%-4.1pp | 81.9%-10.9pp | 67.2%+3.9pp |
| Annual return | 18.78% | 30.90%-12.1pp | 68.23%-49.5pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,457 | $3,537-58.8% | $4,856-70.0% | $2,670-45.4% |
| Participant deferral / active EE | $5,106 | $6,404-20.3% | $7,758-34.2% | $4,125+23.8% |
| Admin fee / account holder | $1,591 | $6,975-77.2% | $10,762-85.2% | $5,651-71.8% |