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 | $64,232 | $78,705-18.4% | $117,854-45.5% | $70,131-8.4% |
| Participation rate | 71.9% | 73.2%-1.3pp | 79.7%-7.8pp | 69.5%+2.3pp |
| Annual return | 17.16% | 23.30%-6.1pp | 335.08%-317.9pp | 73.14%-56.0pp |
| Employer contribution / active EE | $2,231 | $2,223+0.3% | $3,786-41.1% | $2,342-4.8% |
| Participant deferral / active EE | $3,865 | $3,297+17.2% | $4,482-13.8% | $3,332+16.0% |
| Admin fee / account holder | $1,791 | $5,065-64.6% | $8,020-77.7% | $4,645-61.4% |