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 | $65,335 | $86,929-24.8% | $102,423-36.2% | $80,856-19.2% |
| Participation rate | 70.0% | 72.4%-2.4pp | 76.5%-6.5pp | 67.6%+2.4pp |
| Annual return | 12.55% | 18.88%-6.3pp | 29.32%-16.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,074 | $2,369-12.5% | $3,023-31.4% | $2,755-24.7% |
| Participant deferral / active EE | $5,085 | $4,118+23.5% | $5,053+0.6% | $4,296+18.4% |
| Admin fee / account holder | $8,174 | $8,049+1.6% | $9,451-13.5% | $6,918+18.2% |