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 | $78,530 | $106,749-26.4% | $145,433-46.0% | $82,448-4.8% |
| Participation rate | 73.3% | 75.6%-2.3pp | 82.1%-8.8pp | 68.1%+5.3pp |
| Annual return | 15.24% | 27.59%-12.4pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $3,897 | $3,444+13.1% | $4,554-14.4% | $2,551+52.8% |
| Participant deferral / active EE | $8,023 | $6,519+23.1% | $7,897+1.6% | $4,139+93.8% |
| Admin fee / account holder | $8,727 | $8,390+4.0% | $13,129-33.5% | $7,234+20.6% |