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 | $87,019 | $100,326-13.3% | $180,183-51.7% | $84,808+2.6% |
| Participation rate | 74.3% | 71.0%+3.3pp | 77.4%-3.2pp | 68.3%+6.0pp |
| Annual return | 13.98% | 17.86%-3.9pp | 27.86%-13.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,977 | $3,269-39.5% | $5,039-60.8% | $2,631-24.9% |
| Participant deferral / active EE | $3,878 | $5,066-23.5% | $6,822-43.2% | $4,212-7.9% |
| Admin fee / account holder | $543 | $9,674-94.4% | $19,975-97.3% | $7,344-92.6% |