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 | $74,708 | $109,881-32.0% | $150,045-50.2% | $84,808-11.9% |
| Participation rate | 80.5% | 76.1%+4.4pp | 82.3%-1.8pp | 68.3%+12.2pp |
| Annual return | 17.37% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,994 | $3,561-15.9% | $4,693-36.2% | $2,631+13.8% |
| Participant deferral / active EE | $6,806 | $6,636+2.6% | $7,997-14.9% | $4,212+61.6% |
| Admin fee / account holder | $13,390 | $8,568+56.3% | $13,435-0.3% | $7,344+82.3% |