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 | $73,105 | $76,407-4.3% | $150,298-51.4% | $82,448-11.3% |
| Participation rate | 77.6% | 66.4%+11.2pp | 77.8%-0.1pp | 68.1%+9.6pp |
| Annual return | 13.85% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $3,063 | $2,614+17.2% | $4,154-26.3% | $2,551+20.1% |
| Participant deferral / active EE | $1,825 | $3,214-43.2% | $5,453-66.5% | $4,139-55.9% |
| Admin fee / account holder | $4,034 | $6,352-36.5% | $14,116-71.4% | $7,234-44.2% |