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 | $82,829 | $138,347-40.1% | $184,203-55.0% | $80,856+2.4% |
| Participation rate | 80.3% | 83.9%-3.5pp | 86.8%-6.5pp | 67.6%+12.7pp |
| Annual return | 24.47% | 20.02%+4.5pp | 28.81%-4.3pp | 35.59%-11.1pp |
| Employer contribution / active EE | $3,138 | $4,850-35.3% | $6,427-51.2% | $2,755+13.9% |
| Participant deferral / active EE | $5,737 | $7,071-18.9% | $9,131-37.2% | $4,296+33.5% |
| Admin fee / account holder | $1,873 | $10,483-82.1% | $13,901-86.5% | $6,918-72.9% |