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 | $75,722 | $138,347-45.3% | $184,203-58.9% | $80,856-6.4% |
| Participation rate | 85.7% | 83.9%+1.8pp | 86.8%-1.1pp | 67.6%+18.1pp |
| Annual return | 15.77% | 20.02%-4.2pp | 28.81%-13.0pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,560 | $4,850-47.2% | $6,427-60.2% | $2,755-7.1% |
| Participant deferral / active EE | $3,299 | $7,071-53.3% | $9,131-63.9% | $4,296-23.2% |
| Admin fee / account holder | $702 | $10,483-93.3% | $13,901-95.0% | $6,918-89.9% |