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 | $75,032 | $99,341-24.5% | $84,750-11.5% | $273,961-72.6% |
| Participation rate | 78.6% | 80.7%-2.1pp | 76.6%+2.0pp | 83.0%-4.4pp |
| Annual return | 13.82% | 22.93%-9.1pp | 22.78%-9.0pp | 41.45%-27.6pp |
| Employer contribution / active EE | $2,684 | $4,214-36.3% | $3,574-24.9% | $4,869-44.9% |
| Participant deferral / active EE | $7,320 | $4,269+71.4% | $3,712+97.2% | $5,287+38.4% |
| Admin fee / account holder | $1,210 | $6,644-81.8% | $5,332-77.3% | $10,132-88.1% |