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 | $69,807 | $95,453-26.9% | $112,040-37.7% | $82,448-15.3% |
| Participation rate | 74.2% | 72.8%+1.4pp | 76.5%-2.3pp | 68.1%+6.1pp |
| Annual return | 17.05% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $3,029 | $2,318+30.7% | $2,954+2.5% | $2,551+18.7% |
| Participant deferral / active EE | $5,985 | $4,224+41.7% | $5,098+17.4% | $4,139+44.6% |
| Admin fee / account holder | $2,753 | $9,013-69.5% | $12,098-77.2% | $7,234-61.9% |