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 | $82,755 | $58,851+40.6% | $115,157-28.1% | $72,985+13.4% |
| Participation rate | 70.4% | 65.5%+4.8pp | 75.9%-5.5pp | 69.5%+0.9pp |
| Annual return | 24.06% | 23.16%+0.9pp | 35.60%-11.5pp | 81.00%-56.9pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,039 | $2,643-22.9% | $4,168-51.1% | $3,607-43.5% |
| Admin fee / account holder | $1,475 | $6,370-76.8% | $7,088-79.2% | $5,124-71.2% |