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 | $76,968 | $106,749-27.9% | $145,433-47.1% | $82,448-6.6% |
| Participation rate | 73.7% | 75.6%-2.0pp | 82.1%-8.4pp | 68.1%+5.6pp |
| Annual return | 25.64% | 27.59%-1.9pp | 66.58%-40.9pp | 41.64%-16.0pp |
| Employer contribution / active EE | $2,731 | $3,444-20.7% | $4,554-40.0% | $2,551+7.1% |
| Participant deferral / active EE | $6,362 | $6,519-2.4% | $7,897-19.4% | $4,139+53.7% |
| Admin fee / account holder | $15,897 | $8,390+89.5% | $13,129+21.1% | $7,234+119.7% |