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 | $69,828 | $87,841-20.5% | $133,980-47.9% | $62,891+11.0% |
| Participation rate | 79.1% | 83.4%-4.3pp | 87.1%-8.0pp | 69.3%+9.8pp |
| Annual return | 5.86% | 12.05%-6.2pp | 29.30%-23.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,532 | $3,483-56.0% | $5,211-70.6% | $2,281-32.8% |
| Participant deferral / active EE | $2,588 | $4,812-46.2% | $6,282-58.8% | $3,203-19.2% |
| Admin fee / account holder | $1,827 | $5,371-66.0% | $9,324-80.4% | $4,296-57.5% |