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 | $70,412 | $81,248-13.3% | $155,509-54.7% | $80,856-12.9% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.6%+7.4pp |
| Annual return | 15.91% | 33.31%-17.4pp | 64.67%-48.8pp | 35.59%-19.7pp |
| Employer contribution / active EE | $872 | $3,100-71.9% | $4,672-81.3% | $2,755-68.3% |
| Participant deferral / active EE | $2,582 | $3,452-25.2% | $5,626-54.1% | $4,296-39.9% |
| Admin fee / account holder | $11,266 | $7,997+40.9% | $15,912-29.2% | $6,918+62.9% |