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 | $76,201 | $124,425-38.8% | $112,040-32.0% | $137,256-44.5% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 17.95% | 24.72%-6.8pp | 24.52%-6.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,474 | $3,411-27.5% | $2,954-16.2% | $4,156-40.5% |
| Participant deferral / active EE | $6,140 | $5,718+7.4% | $5,098+20.5% | $6,407-4.2% |
| Admin fee / account holder | $16,223 | $15,207+6.7% | $12,098+34.1% | $12,270+32.2% |