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 | $52,180 | $87,841-40.6% | $133,980-61.1% | $62,891-17.0% |
| Participation rate | 85.2% | 83.4%+1.8pp | 87.1%-1.9pp | 69.3%+15.9pp |
| Annual return | 9.51% | 12.05%-2.5pp | 29.30%-19.8pp | 20.14%-10.6pp |
| Employer contribution / active EE | $2,709 | $3,483-22.2% | $5,211-48.0% | $2,281+18.8% |
| Participant deferral / active EE | $4,078 | $4,812-15.3% | $6,282-35.1% | $3,203+27.3% |
| Admin fee / account holder | $1,092 | $5,371-79.7% | $9,324-88.3% | $4,296-74.6% |