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 | $58,506 | $65,365-10.5% | $92,893-37.0% | $72,985-19.8% |
| Participation rate | 72.7% | 68.3%+4.4pp | 76.0%-3.3pp | 69.5%+3.2pp |
| Annual return | 21.84% | 42.10%-20.3pp | 109.41%-87.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $3,023 | $2,594+16.5% | $3,653-17.3% | $2,440+23.9% |
| Participant deferral / active EE | $3,735 | $3,128+19.4% | $4,236-11.8% | $3,607+3.5% |
| Admin fee / account holder | $2,963 | $4,251-30.3% | $5,794-48.9% | $5,124-42.2% |