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 | $73,311 | $89,355-18.0% | $141,162-48.1% | $72,985+0.4% |
| Participation rate | 70.4% | 75.1%-4.7pp | 82.5%-12.1pp | 69.5%+0.9pp |
| Annual return | 23.70% | 111.85%-88.2pp | 71.39%-47.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $6,392 | $3,114+105.3% | $4,735+35.0% | $2,440+162.0% |
| Participant deferral / active EE | $9,480 | $5,418+75.0% | $6,709+41.3% | $3,607+162.8% |
| Admin fee / account holder | $5,642 | $5,958-5.3% | $10,261-45.0% | $5,124+10.1% |