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 | $70,178 | $57,990+21.0% | $76,190-7.9% | $80,856-13.2% |
| Participation rate | 81.6% | 73.7%+7.9pp | 79.3%+2.4pp | 67.6%+14.0pp |
| Annual return | 12.28% | 15.89%-3.6pp | 13.78%-1.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,167 | $3,565-39.2% | $4,578-52.7% | $2,755-21.4% |
| Participant deferral / active EE | $2,822 | $3,814-26.0% | $5,474-48.5% | $4,296-34.3% |
| Admin fee / account holder | $4,318 | $5,668-23.8% | $5,123-15.7% | $6,918-37.6% |