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 | $75,224 | $91,190-17.5% | $178,490-57.9% | $79,858-5.8% |
| Participation rate | 77.5% | 69.2%+8.3pp | 81.9%-4.5pp | 69.6%+7.8pp |
| Annual return | 10.72% | 24.19%-13.5pp | 151.07%-140.3pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,899 | $3,256-41.7% | $5,011-62.1% | $2,471-23.1% |
| Participant deferral / active EE | $2,935 | $3,236-9.3% | $5,202-43.6% | $3,740-21.5% |
| Admin fee / account holder | $5,878 | $6,751-12.9% | $13,984-58.0% | $5,306+10.8% |