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 | $83,187 | $96,557-13.8% | $80,975+2.7% | $273,961-69.6% |
| Participation rate | 76.5% | 79.1%-2.6pp | 75.8%+0.7pp | 83.0%-6.5pp |
| Annual return | 6.28% | 15.14%-8.9pp | 17.10%-10.8pp | 41.45%-35.2pp |
| Employer contribution / active EE | $3,300 | $4,868-32.2% | $3,714-11.2% | $4,869-32.2% |
| Participant deferral / active EE | $5,487 | $6,598-16.8% | $5,696-3.7% | $5,287+3.8% |
| Admin fee / account holder | $1,017 | $7,492-86.4% | $5,516-81.6% | $10,132-90.0% |