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 | $74,783 | $86,922-14.0% | $102,438-27.0% | $80,874-7.5% |
| Participation rate | 71.4% | 72.4%-1.0pp | 76.5%-5.1pp | 67.6%+3.8pp |
| Annual return | 12.21% | 18.90%-6.7pp | 29.37%-17.2pp | 35.62%-23.4pp |
| Employer contribution / active EE | $2,849 | $2,369+20.2% | $3,024-5.8% | $2,756+3.4% |
| Participant deferral / active EE | $6,278 | $4,119+52.4% | $5,054+24.2% | $4,297+46.1% |
| Admin fee / account holder | $3,650 | $8,050-54.7% | $9,448-61.4% | $6,935-47.4% |