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 | $67,506 | $132,049-48.9% | $200,582-66.3% | $74,304-9.1% |
| Participation rate | 83.5% | 84.1%-0.6pp | 86.9%-3.4pp | 60.3%+23.1pp |
| Annual return | 14.81% | 22.22%-7.4pp | 42.33%-27.5pp | 29.43%-14.6pp |
| Employer contribution / active EE | $2,724 | $4,558-40.2% | $6,419-57.6% | $2,241+21.6% |
| Participant deferral / active EE | $4,124 | $7,213-42.8% | $9,331-55.8% | $3,767+9.5% |
| Admin fee / account holder | $2,812 | $2,405+17.0% | $16,305-82.8% | $2,969-5.3% |