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 | $83,217 | $78,422+6.1% | $95,952-13.3% | $79,858+4.2% |
| Participation rate | 71.1% | 73.5%-2.4pp | 77.1%-6.0pp | 69.6%+1.4pp |
| Annual return | 15.49% | 19.37%-3.9pp | 91.61%-76.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,842 | $3,440+11.7% | $4,167-7.8% | $3,740+2.7% |
| Admin fee / account holder | $5,285 | $5,622-6.0% | $6,795-22.2% | $5,306-0.4% |