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 | $62,274 | $86,929-28.4% | $102,423-39.2% | $80,856-23.0% |
| Participation rate | 73.0% | 72.4%+0.6pp | 76.5%-3.5pp | 67.6%+5.3pp |
| Annual return | 12.96% | 18.88%-5.9pp | 29.32%-16.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,185 | $2,369-50.0% | $3,023-60.8% | $2,755-57.0% |
| Participant deferral / active EE | $4,165 | $4,118+1.1% | $5,053-17.6% | $4,296-3.0% |
| Admin fee / account holder | $4,172 | $8,049-48.2% | $9,451-55.9% | $6,918-39.7% |