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 | $84,467 | $99,341-15.0% | $84,750-0.3% | $273,961-69.2% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 6.68% | 22.93%-16.3pp | 22.78%-16.1pp | 41.45%-34.8pp |
| Employer contribution / active EE | $2,417 | $4,214-42.6% | $3,574-32.4% | $4,869-50.4% |
| Participant deferral / active EE | $6,215 | $4,269+45.6% | $3,712+67.5% | $5,287+17.6% |
| Admin fee / account holder | $3,504 | $6,644-47.3% | $5,332-34.3% | $10,132-65.4% |