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 | $83,611 | $123,793-32.5% | $177,821-53.0% | $79,858+4.7% |
| Participation rate | 86.5% | 84.7%+1.9pp | 87.7%-1.2pp | 69.6%+16.9pp |
| Annual return | 18.86% | 22.82%-4.0pp | 48.32%-29.5pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,413 | $4,095-65.5% | $5,918-76.1% | $2,471-42.8% |
| Participant deferral / active EE | $5,230 | $5,956-12.2% | $7,714-32.2% | $3,740+39.8% |
| Admin fee / account holder | $3,227 | $7,243-55.4% | $12,427-74.0% | $5,306-39.2% |