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 | $35,827 | $70,475-49.2% | $100,516-64.4% | $79,858-55.1% |
| Participation rate | 75.0% | 73.7%+1.3pp | 79.4%-4.4pp | 69.6%+5.4pp |
| Annual return | 17.32% | 21.90%-4.6pp | 30.89%-13.6pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,813 | $2,165-16.2% | $3,418-46.9% | $2,471-26.6% |
| Participant deferral / active EE | $4,744 | $5,181-8.4% | $6,270-24.3% | $3,740+26.8% |
| Admin fee / account holder | $1,019 | $4,478-77.2% | $8,081-87.4% | $5,306-80.8% |