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 | $72,877 | $106,749-31.7% | $145,433-49.9% | $82,448-11.6% |
| Participation rate | 71.4% | 75.6%-4.2pp | 82.1%-10.7pp | 68.1%+3.4pp |
| Annual return | 18.24% | 27.59%-9.4pp | 66.58%-48.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,727 | $3,444-49.9% | $4,554-62.1% | $2,551-32.3% |
| Participant deferral / active EE | $3,394 | $6,519-47.9% | $7,897-57.0% | $4,139-18.0% |
| Admin fee / account holder | $10,905 | $8,390+30.0% | $13,129-16.9% | $7,234+50.7% |