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 | $81,671 | $86,929-6.0% | $102,423-20.3% | $80,856+1.0% |
| Participation rate | 74.1% | 72.4%+1.8pp | 76.5%-2.4pp | 67.6%+6.5pp |
| Annual return | 13.96% | 18.88%-4.9pp | 29.32%-15.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $4,022 | $2,369+69.7% | $3,023+33.0% | $2,755+46.0% |
| Participant deferral / active EE | $6,130 | $4,118+48.8% | $5,053+21.3% | $4,296+42.7% |
| Admin fee / account holder | $4,091 | $8,049-49.2% | $9,451-56.7% | $6,918-40.9% |