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 | $74,219 | $85,022-12.7% | $70,515+5.3% | $139,434-46.8% |
| Participation rate | 78.6% | 73.9%+4.7pp | 68.3%+10.2pp | 80.3%-1.7pp |
| Annual return | 28.07% | 30.38%-2.3pp | 32.77%-4.7pp | 372.94%-344.9pp |
| Employer contribution / active EE | $3,649 | $3,909-6.6% | $2,973+22.7% | $4,751-23.2% |
| Participant deferral / active EE | $7,474 | $5,890+26.9% | $4,567+63.7% | $6,710+11.4% |
| Admin fee / account holder | $1,912 | $8,906-78.5% | $6,412-70.2% | $11,403-83.2% |