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 | $61,804 | $70,475-12.3% | $100,516-38.5% | $79,858-22.6% |
| Participation rate | 71.0% | 73.7%-2.7pp | 79.4%-8.4pp | 69.6%+1.3pp |
| Annual return | 17.32% | 21.90%-4.6pp | 30.89%-13.6pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,668 | $2,165-22.9% | $3,418-51.2% | $2,471-32.5% |
| Participant deferral / active EE | $4,220 | $5,181-18.5% | $6,270-32.7% | $3,740+12.8% |
| Admin fee / account holder | $2,787 | $4,478-37.8% | $8,081-65.5% | $5,306-47.5% |