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 | $73,229 | $138,347-47.1% | $184,203-60.2% | $80,856-9.4% |
| Participation rate | 92.5% | 83.9%+8.6pp | 86.8%+5.6pp | 67.6%+24.8pp |
| Annual return | 13.16% | 20.02%-6.9pp | 28.81%-15.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,109 | $4,850-56.5% | $6,427-67.2% | $2,755-23.4% |
| Participant deferral / active EE | $6,124 | $7,071-13.4% | $9,131-32.9% | $4,296+42.6% |
| Admin fee / account holder | $4,427 | $10,483-57.8% | $13,901-68.2% | $6,918-36.0% |