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 | $80,258 | $93,571-14.2% | $135,903-40.9% | $75,163+6.8% |
| Participation rate | 72.2% | 75.2%-3.0pp | 81.9%-9.7pp | 67.2%+5.0pp |
| Annual return | 15.50% | 30.90%-15.4pp | 68.23%-52.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,776 | $3,537-49.8% | $4,856-63.4% | $2,670-33.5% |
| Participant deferral / active EE | $4,723 | $6,404-26.3% | $7,758-39.1% | $4,125+14.5% |
| Admin fee / account holder | $3,947 | $6,975-43.4% | $10,762-63.3% | $5,651-30.1% |