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 | $115,540 | $109,881+5.2% | $150,045-23.0% | $84,808+36.2% |
| Participation rate | 75.9% | 76.1%-0.2pp | 82.3%-6.4pp | 68.3%+7.6pp |
| Annual return | 18.20% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,250 | $3,561-8.7% | $4,693-30.7% | $2,631+23.5% |
| Participant deferral / active EE | $3,971 | $6,636-40.2% | $7,997-50.3% | $4,212-5.7% |
| Admin fee / account holder | $5,157 | $8,568-39.8% | $13,435-61.6% | $7,344-29.8% |