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 | $64,200 | $75,963-15.5% | $97,995-34.5% | $70,131-8.5% |
| Participation rate | 77.6% | 77.0%+0.6pp | 82.4%-4.8pp | 69.5%+8.1pp |
| Annual return | 14.58% | 19.26%-4.7pp | 23.94%-9.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $896 | $3,278-72.7% | $4,158-78.5% | $2,342-61.8% |
| Participant deferral / active EE | $3,583 | $4,053-11.6% | $5,097-29.7% | $3,332+7.5% |
| Admin fee / account holder | $7,709 | $5,407+42.6% | $5,943+29.7% | $4,645+65.9% |