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 | $72,798 | $67,606+7.7% | $82,313-11.6% | $70,131+3.8% |
| Participation rate | 74.2% | 72.8%+1.4pp | 76.9%-2.7pp | 69.5%+4.6pp |
| Annual return | 15.39% | 21.57%-6.2pp | 25.88%-10.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,759 | $2,987-41.1% | $3,706-52.5% | $3,332-47.2% |
| Admin fee / account holder | $3,776 | $4,512-16.3% | $5,608-32.7% | $4,645-18.7% |