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 | $71,615 | $96,956-26.1% | $70,014+2.3% | $273,961-73.9% |
| Participation rate | 72.7% | 77.1%-4.3pp | 71.8%+0.9pp | 83.0%-10.3pp |
| Annual return | 6.78% | 12.93%-6.2pp | 12.99%-6.2pp | 41.45%-34.7pp |
| Employer contribution / active EE | $961 | $3,316-71.0% | $2,338-58.9% | $4,869-80.3% |
| Participant deferral / active EE | $1,226 | $3,744-67.3% | $2,931-58.2% | $5,287-76.8% |
| Admin fee / account holder | $4,650 | $7,934-41.4% | $4,380+6.2% | $10,132-54.1% |