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 | $83,541 | $76,367+9.4% | $93,606-10.8% | $72,985+14.5% |
| Participation rate | 72.5% | 71.7%+0.7pp | 75.8%-3.4pp | 69.5%+3.0pp |
| Annual return | 21.92% | 25.82%-3.9pp | 32.76%-10.8pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,702 | $2,275-25.2% | $2,718-37.4% | $2,440-30.3% |
| Participant deferral / active EE | $3,462 | $3,538-2.1% | $4,069-14.9% | $3,607-4.0% |
| Admin fee / account holder | $19,850 | $6,838+190.3% | $7,888+151.6% | $5,124+287.4% |