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 | $67,654 | $78,672-14.0% | $109,143-38.0% | $85,850-21.2% |
| Participation rate | 73.5% | 68.3%+5.3pp | 75.9%-2.3pp | 69.3%+4.2pp |
| Annual return | 20.15% | 25.09%-4.9pp | 25.75%-5.6pp | 318.53%-298.4pp |
| Employer contribution / active EE | $3,157 | $2,735+15.5% | $3,722-15.2% | $2,565+23.1% |
| Participant deferral / active EE | $4,425 | $3,467+27.6% | $4,653-4.9% | $3,952+12.0% |
| Admin fee / account holder | $10,028 | $5,469+83.4% | $6,752+48.5% | $6,260+60.2% |