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 | $76,439 | $80,968-5.6% | $96,544-20.8% | $75,163+1.7% |
| Participation rate | 73.1% | 71.8%+1.4pp | 76.0%-2.8pp | 67.2%+5.9pp |
| Annual return | 42.28% | 27.06%+15.2pp | 25.84%+16.4pp | 160.62%-118.3pp |
| Employer contribution / active EE | $2,056 | $2,282-9.9% | $2,965-30.7% | $2,670-23.0% |
| Participant deferral / active EE | $3,581 | $3,928-8.8% | $4,851-26.2% | $4,125-13.2% |
| Admin fee / account holder | $2,405 | $6,724-64.2% | $8,252-70.9% | $5,651-57.4% |