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 | $75,177 | $76,050-1.1% | $96,544-22.1% | $71,457+5.2% |
| Participation rate | 89.4% | 74.4%+15.0pp | 76.0%+13.5pp | 67.9%+21.5pp |
| Annual return | 16.50% | 22.81%-6.3pp | 25.84%-9.3pp | 28.85%-12.3pp |
| Employer contribution / active EE | $899 | $2,244-60.0% | $2,965-69.7% | $2,588-65.3% |
| Participant deferral / active EE | $3,596 | $4,215-14.7% | $4,851-25.9% | $4,289-16.2% |
| Admin fee / account holder | $2,061 | $2,707-23.9% | $8,252-75.0% | $1,587+29.8% |