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 | $66,089 | $63,355+4.3% | $91,989-28.2% | $72,985-9.4% |
| Participation rate | 71.4% | 72.5%-1.1pp | 78.6%-7.2pp | 69.5%+1.9pp |
| Annual return | 30.78% | 35.35%-4.6pp | 69.02%-38.2pp | 81.00%-50.2pp |
| Employer contribution / active EE | $2,292 | $2,116+8.4% | $3,452-33.6% | $2,440-6.0% |
| Participant deferral / active EE | $4,126 | $4,883-15.5% | $5,923-30.3% | $3,607+14.4% |
| Admin fee / account holder | $986 | $4,668-78.9% | $7,743-87.3% | $5,124-80.8% |