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 | $74,742 | $86,922-14.0% | $102,438-27.0% | $80,874-7.6% |
| Participation rate | 72.5% | 72.4%+0.2pp | 76.5%-3.9pp | 67.6%+4.9pp |
| Annual return | 10.51% | 18.90%-8.4pp | 29.37%-18.9pp | 35.62%-25.1pp |
| Employer contribution / active EE | $2,750 | $2,369+16.0% | $3,024-9.1% | $2,756-0.2% |
| Participant deferral / active EE | $4,427 | $4,119+7.5% | $5,054-12.4% | $4,297+3.0% |
| Admin fee / account holder | $2,715 | $8,050-66.3% | $9,448-71.3% | $6,935-60.8% |