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 | $73,880 | $76,552-3.5% | $123,892-40.4% | $62,891+17.5% |
| Participation rate | 71.2% | 73.0%-1.8pp | 81.4%-10.2pp | 69.3%+1.9pp |
| Annual return | 6.96% | 18.68%-11.7pp | 47.52%-40.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,996 | $4,840+3.2% | $5,984-16.5% | $3,203+56.0% |
| Admin fee / account holder | $3,935 | $4,826-18.5% | $8,357-52.9% | $4,296-8.4% |