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 | $71,864 | $95,803-25.0% | $113,168-36.5% | $84,808-15.3% |
| Participation rate | 72.7% | 72.9%-0.1pp | 76.6%-3.8pp | 68.3%+4.4pp |
| Annual return | 14.69% | 25.00%-10.3pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,154 | $2,360-51.1% | $2,975-61.2% | $2,631-56.1% |
| Participant deferral / active EE | $4,630 | $4,242+9.1% | $5,107-9.3% | $4,212+9.9% |
| Admin fee / account holder | $485 | $8,989-94.6% | $12,068-96.0% | $7,344-93.4% |