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 | $70,301 | $78,422-10.4% | $95,952-26.7% | $79,858-12.0% |
| Participation rate | 72.3% | 73.5%-1.1pp | 77.1%-4.7pp | 69.6%+2.7pp |
| Annual return | 17.58% | 19.37%-1.8pp | 91.61%-74.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $2,251 | $1,945+15.8% | $2,541-11.4% | $2,471-8.9% |
| Participant deferral / active EE | $3,731 | $3,440+8.5% | $4,167-10.5% | $3,740-0.2% |
| Admin fee / account holder | $2,524 | $5,622-55.1% | $6,795-62.9% | $5,306-52.4% |