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 | $65,285 | $60,022+8.8% | $88,946-26.6% | $84,808-23.0% |
| Participation rate | 74.2% | 57.8%+16.4pp | 68.8%+5.3pp | 68.3%+5.9pp |
| Annual return | 15.71% | 22.43%-6.7pp | 57.82%-42.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,823 | $1,703+7.1% | $2,555-28.6% | $2,631-30.7% |
| Participant deferral / active EE | $2,971 | $3,114-4.6% | $4,581-35.2% | $4,212-29.5% |
| Admin fee / account holder | $3,640 | $4,811-24.3% | $8,261-55.9% | $7,344-50.4% |