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 | $86,929-14.0% | $102,423-27.0% | $80,856-7.5% |
| Participation rate | 71.4% | 72.4%-0.9pp | 76.5%-5.1pp | 67.6%+3.8pp |
| Annual return | 12.21% | 18.88%-6.7pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,849 | $2,369+20.2% | $3,023-5.8% | $2,755+3.4% |
| Participant deferral / active EE | $6,278 | $4,118+52.4% | $5,053+24.2% | $4,296+46.1% |
| Admin fee / account holder | $3,650 | $8,049-54.7% | $9,451-61.4% | $6,918-47.2% |