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 | $86,014 | $65,685+30.9% | $57,179+50.4% | $273,961-68.6% |
| Participation rate | 76.9% | 78.3%-1.4pp | 75.3%+1.6pp | 83.0%-6.1pp |
| Annual return | 5.67% | 21.99%-16.3pp | 14.59%-8.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,734 | $3,279-47.1% | $2,682-35.4% | $4,869-64.4% |
| Participant deferral / active EE | $2,817 | $3,782-25.5% | $3,096-9.0% | $5,287-46.7% |
| Admin fee / account holder | $5,609 | $4,835+16.0% | $3,139+78.7% | $10,132-44.6% |