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 | $58,629 | $86,929-32.6% | $102,423-42.8% | $80,856-27.5% |
| Participation rate | 71.1% | 72.4%-1.3pp | 76.5%-5.4pp | 67.6%+3.4pp |
| Annual return | 11.76% | 18.88%-7.1pp | 29.32%-17.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,042 | $2,369-56.0% | $3,023-65.5% | $2,755-62.2% |
| Participant deferral / active EE | $2,437 | $4,118-40.8% | $5,053-51.8% | $4,296-43.3% |
| Admin fee / account holder | $7,850 | $8,049-2.5% | $9,451-16.9% | $6,918+13.5% |