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 | $77,135 | $127,065-39.3% | $113,168-31.8% | $142,382-45.8% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 12.68% | 24.03%-11.3pp | 24.27%-11.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $3,148 | $3,442-8.5% | $2,975+5.8% | $4,299-26.8% |
| Participant deferral / active EE | $6,061 | $5,716+6.0% | $5,107+18.7% | $6,507-6.9% |
| Admin fee / account holder | $13,807 | $15,736-12.3% | $12,068+14.4% | $12,624+9.4% |