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 | $76,242 | $148,978-48.8% | $200,582-62.0% | $84,808-10.1% |
| Participation rate | 73.7% | 84.2%-10.5pp | 86.9%-13.2pp | 68.3%+5.4pp |
| Annual return | 14.54% | 28.16%-13.6pp | 42.33%-27.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,775 | $4,815-63.1% | $6,419-72.3% | $2,631-32.5% |
| Participant deferral / active EE | $3,639 | $7,142-49.1% | $9,331-61.0% | $4,212-13.6% |
| Admin fee / account holder | $8,791 | $13,977-37.1% | $16,305-46.1% | $7,344+19.7% |