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 | $84,952 | $109,359-22.3% | $162,163-47.6% | $72,985+16.4% |
| Participation rate | 80.0% | 84.3%-4.3pp | 87.6%-7.6pp | 69.5%+10.5pp |
| Annual return | 26.43% | 25.46%+1.0pp | 115.59%-89.2pp | 81.00%-54.6pp |
| Employer contribution / active EE | $1,939 | $3,907-50.4% | $5,614-65.5% | $2,440-20.5% |
| Participant deferral / active EE | $3,389 | $5,481-38.2% | $7,298-53.6% | $3,607-6.1% |
| Admin fee / account holder | $1,171 | $7,972-85.3% | $10,843-89.2% | $5,124-77.2% |