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 | $78,550 | $76,367+2.9% | $93,606-16.1% | $72,985+7.6% |
| Participation rate | 85.7% | 71.7%+14.0pp | 75.8%+9.9pp | 69.5%+16.2pp |
| Annual return | 18.55% | 25.82%-7.3pp | 32.76%-14.2pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,176 | $2,275-48.3% | $2,718-56.7% | $2,440-51.8% |
| Participant deferral / active EE | $2,895 | $3,538-18.2% | $4,069-28.8% | $3,607-19.7% |
| Admin fee / account holder | $1,077 | $6,838-84.2% | $7,888-86.3% | $5,124-79.0% |