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 | $65,346 | $101,724-35.8% | $164,813-60.4% | $80,856-19.2% |
| Participation rate | 76.7% | 71.8%+4.9pp | 78.6%-1.9pp | 67.6%+9.1pp |
| Annual return | 10.72% | 16.72%-6.0pp | 69.93%-59.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $818 | $2,953-72.3% | $4,341-81.2% | $2,755-70.3% |
| Participant deferral / active EE | $4,180 | $4,477-6.6% | $6,031-30.7% | $4,296-2.7% |
| Admin fee / account holder | $12,162 | $8,227+47.8% | $12,690-4.2% | $6,918+75.8% |