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 | $69,272 | $123,793-44.0% | $177,821-61.0% | $79,858-13.3% |
| Participation rate | 85.2% | 84.7%+0.5pp | 87.7%-2.5pp | 69.6%+15.6pp |
| Annual return | 12.66% | 22.82%-10.2pp | 48.32%-35.7pp | 31.71%-19.1pp |
| Employer contribution / active EE | $3,048 | $4,095-25.6% | $5,918-48.5% | $2,471+23.4% |
| Participant deferral / active EE | $5,215 | $5,956-12.5% | $7,714-32.4% | $3,740+39.4% |
| Admin fee / account holder | $5,592 | $7,243-22.8% | $12,427-55.0% | $5,306+5.4% |