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 | $79,321 | $99,341-20.2% | $84,750-6.4% | $273,961-71.0% |
| Participation rate | 76.9% | 80.7%-3.8pp | 76.6%+0.3pp | 83.0%-6.1pp |
| Annual return | 5.34% | 22.93%-17.6pp | 22.78%-17.4pp | 41.45%-36.1pp |
| Employer contribution / active EE | $3,781 | $4,214-10.3% | $3,574+5.8% | $4,869-22.3% |
| Participant deferral / active EE | $7,926 | $4,269+85.7% | $3,712+113.6% | $5,287+49.9% |
| Admin fee / account holder | $2,388 | $6,644-64.1% | $5,332-55.2% | $10,132-76.4% |