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 | $73,203 | $93,571-21.8% | $135,903-46.1% | $75,163-2.6% |
| Participation rate | 77.5% | 75.2%+2.3pp | 81.9%-4.4pp | 67.2%+10.3pp |
| Annual return | 19.42% | 30.90%-11.5pp | 68.23%-48.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $2,332 | $3,537-34.1% | $4,856-52.0% | $2,670-12.7% |
| Participant deferral / active EE | $6,332 | $6,404-1.1% | $7,758-18.4% | $4,125+53.5% |
| Admin fee / account holder | $5,153 | $6,975-26.1% | $10,762-52.1% | $5,651-8.8% |