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 | $83,260 | $117,983-29.4% | $101,794-18.2% | $142,382-41.5% |
| Participation rate | 79.2% | 74.2%+4.9pp | 69.2%+10.0pp | 80.1%-1.0pp |
| Annual return | 14.68% | 36.92%-22.2pp | 30.53%-15.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,861 | $2,773-32.9% | $2,289-18.7% | $4,299-56.7% |
| Participant deferral / active EE | $3,552 | $4,714-24.6% | $4,084-13.0% | $6,507-45.4% |
| Admin fee / account holder | $6,465 | $10,433-38.0% | $8,777-26.3% | $12,624-48.8% |