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 | $69,606 | $80,968-14.0% | $96,544-27.9% | $75,163-7.4% |
| Participation rate | 75.3% | 71.8%+3.6pp | 76.0%-0.6pp | 67.2%+8.2pp |
| Annual return | 23.15% | 27.06%-3.9pp | 25.84%-2.7pp | 160.62%-137.5pp |
| Employer contribution / active EE | $1,899 | $2,282-16.8% | $2,965-36.0% | $2,670-28.9% |
| Participant deferral / active EE | $4,116 | $3,928+4.8% | $4,851-15.1% | $4,125-0.2% |
| Admin fee / account holder | $1,387 | $6,724-79.4% | $8,252-83.2% | $5,651-75.5% |