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 | $65,964 | $83,477-21.0% | $125,175-47.3% | $72,985-9.6% |
| Participation rate | 74.7% | 73.3%+1.4pp | 79.8%-5.1pp | 69.5%+5.2pp |
| Annual return | 18.07% | 25.78%-7.7pp | 43.79%-25.7pp | 81.00%-62.9pp |
| Employer contribution / active EE | $1,855 | $2,345-20.9% | $3,865-52.0% | $2,440-24.0% |
| Participant deferral / active EE | $2,591 | $3,585-27.7% | $4,937-47.5% | $3,607-28.2% |
| Admin fee / account holder | $2,969 | $5,517-46.2% | $9,702-69.4% | $5,124-42.1% |