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 | $69,721 | $72,277-3.5% | $101,248-31.1% | $79,858-12.7% |
| Participation rate | 71.7% | 68.5%+3.2pp | 75.8%-4.1pp | 69.6%+2.1pp |
| Annual return | 15.31% | 22.30%-7.0pp | 46.47%-31.2pp | 31.71%-16.4pp |
| Employer contribution / active EE | $795 | $2,692-70.5% | $3,660-78.3% | $2,471-67.8% |
| Participant deferral / active EE | $3,190 | $3,282-2.8% | $4,370-27.0% | $3,740-14.7% |
| Admin fee / account holder | $3,767 | $4,400-14.4% | $5,945-36.6% | $5,306-29.0% |