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 | $76,558 | $80,968-5.4% | $96,544-20.7% | $75,163+1.9% |
| Participation rate | 74.2% | 71.8%+2.4pp | 76.0%-1.8pp | 67.2%+7.0pp |
| Annual return | 24.20% | 27.06%-2.9pp | 25.84%-1.6pp | 160.62%-136.4pp |
| Employer contribution / active EE | $704 | $2,282-69.1% | $2,965-76.2% | $2,670-73.6% |
| Participant deferral / active EE | $2,991 | $3,928-23.9% | $4,851-38.3% | $4,125-27.5% |
| Admin fee / account holder | $16,979 | $6,724+152.5% | $8,252+105.7% | $5,651+200.5% |